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Porter White Investment Advisors, Inc.: DFUV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Porter White Investment Advisors, Inc. on DFUV, newest first. How the timeline and the estimate are built.

Porter White Investment Advisors, Inc. held 888,084 DFUV shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 888,084 shares
    Change vs previous 13F +1,278 shares

    30.3% of the 13F portfolio, value $48,844,629.

    13F-HR 0001172661-26-004529 filed by Porter White Investment Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 886,806 shares
    Change vs previous 13F -91,137 shares

    18.78% of the 13F portfolio, value $48,783,198.

    13F-HR 0001172661-26-002642 filed by Porter White Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 977,943 shares
    Change vs previous 13F +4,367 shares

    18.98% of the 13F portfolio, value $47,391,127.

    13F-HR 0001172661-26-001742 filed by Porter White Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 973,576 shares
    Change vs previous 13F +8,696 shares

    18.6% of the 13F portfolio, value $45,358,933.

    13F-HR 0001172661-26-000377 filed by Porter White Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 964,880 shares
    Change vs previous 13F +10,711 shares

    18.51% of the 13F portfolio, value $43,120,497.

    13F-HR 0001172661-25-004352 filed by Porter White Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 954,169 shares
    Change vs previous 13F -4,136 shares

    18.79% of the 13F portfolio, value $40,342,245.

    13F-HR 0001172661-25-002636 filed by Porter White Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 958,305 shares
    Change vs previous 13F -7,578 shares

    19.52% of the 13F portfolio, value $39,453,332.

    13F-HR 0001172661-25-002432 filed by Porter White Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 965,883 shares
    Change vs previous 13F not available

    20.05% of the 13F portfolio, value $39,523,916.

    13F-HR 0001172661-25-002445 filed by Porter White Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).