Skip to content
Disclosery

Porter White Investment Advisors, Inc.: DISV position timeline

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

Porter White Investment Advisors, Inc. held 27,257 DISV 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 27,257 shares
    Change vs previous 13F +43 shares

    0.73% of the 13F portfolio, value $1,179,996.

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

  2. period ended2026-06-30
    13F 27,214 shares
    Change vs previous 13F +374 shares

    0.42% of the 13F portfolio, value $1,092,083.

    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 26,840 shares
    Change vs previous 13F +93 shares

    0.42% of the 13F portfolio, value $1,058,604.

    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 26,747 shares
    Change vs previous 13F -443 shares

    0.42% of the 13F portfolio, value $1,016,390.

    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 27,190 shares
    Change vs previous 13F -562 shares

    0.42% of the 13F portfolio, value $970,414.

    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 27,752 shares
    Change vs previous 13F -668 shares

    0.43% of the 13F portfolio, value $913,327.

    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 28,420 shares
    Change vs previous 13F -2,541 shares

    0.41% of the 13F portfolio, value $827,616.

    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 30,961 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $822,637.

    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).