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Porter White Investment Advisors, Inc.: VPU position timeline

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

Porter White Investment Advisors, Inc. held 29,629 VPU 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 29,629 shares
    Change vs previous 13F +1,306 shares

    3.14% of the 13F portfolio, value $5,066,580.

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

  2. period ended2026-06-30
    13F 28,323 shares
    Change vs previous 13F -278 shares

    2.13% of the 13F portfolio, value $5,543,753.

    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 28,601 shares
    Change vs previous 13F -168 shares

    2.27% of the 13F portfolio, value $5,667,189.

    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 28,769 shares
    Change vs previous 13F +128 shares

    2.18% of the 13F portfolio, value $5,323,579.

    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 28,641 shares
    Change vs previous 13F -152 shares

    2.33% of the 13F portfolio, value $5,424,901.

    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 28,793 shares
    Change vs previous 13F +35 shares

    2.37% of the 13F portfolio, value $5,082,213.

    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 28,758 shares
    Change vs previous 13F +188 shares

    2.43% of the 13F portfolio, value $4,912,236.

    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 28,570 shares
    Change vs previous 13F not available

    2.37% of the 13F portfolio, value $4,668,926.

    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).