Manager record

Porter White Investment Advisors, Inc.

Birmingham, AL · CIK 1612457 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$322.42MReported 13F valueQ3 2026 · as filed

72Holdings listed

+24.1%vs prior quartervalue change includes market moves

6Quarters on record

Oct 14Latest filed

Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.

Filing record

Oct 14 2026 13F-HR · period Q3 2026

$161.21M · 36 holdings listed · View original SEC filing ↗

Oct 14 2026 13F-HR · period Q3 2026

$161.21M · 36 holdings listed · View original SEC filing ↗

Jul 16 2026 13F-HR · period Q2 2026

$259.74M · 40 holdings listed · View original SEC filing ↗

May 13 2026 13F-HR · period Q1 2026

$249.72M · 40 holdings listed · View original SEC filing ↗

Jan 29 2026 13F-HR · period Q4 2025

$243.85M · 36 holdings listed · View original SEC filing ↗

Oct 22 2025 13F-HR · period Q3 2025

$232.91M · 35 holdings listed · View original SEC filing ↗

Jul 17 2025 13F-HR · period Q2 2025

$214.76M · 37 holdings listed · View original SEC filing ↗