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Disclosery

D. SCOTT NEAL, INC.: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of D. SCOTT NEAL, INC. on AAPL, newest first. How the timeline and the estimate are built.

D. SCOTT NEAL, INC. held 6,882 AAPL shares at 2025-09-30 per its 13F-HR filed 2025-10-28.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 6,882 shares
    Change vs previous 13F +10 shares

    0.81% of the 13F portfolio, value $1,752,399.

    13F-HR 0001596920-25-000008 filed by D. SCOTT NEAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 6,872 shares
    Change vs previous 13F 0 shares

    0.7% of the 13F portfolio, value $1,409,949.

    13F-HR 0001596920-25-000006 filed by D. SCOTT NEAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 6,872 shares
    Change vs previous 13F +25 shares

    0.85% of the 13F portfolio, value $1,526,490.

    13F-HR 0001596920-25-000003 filed by D. SCOTT NEAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 6,847 shares
    Change vs previous 13F 0 shares

    0.94% of the 13F portfolio, value $1,714,632.

    13F-HR 0001596920-25-000001 filed by D. SCOTT NEAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 6,847 shares
    Change vs previous 13F -10 shares

    0.84% of the 13F portfolio, value $1,595,446.

    13F-HR 0001596920-24-000006 filed by D. SCOTT NEAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 6,857 shares
    Change vs previous 13F +20 shares

    0.8% of the 13F portfolio, value $1,444,305.

    13F-HR 0001596920-24-000004 filed by D. SCOTT NEAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 6,837 shares
    Change vs previous 13F 0 shares

    0.77% of the 13F portfolio, value $1,172,477.

    13F-HR 0001596920-24-000003 filed by D. SCOTT NEAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 6,837 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $1,316,328.

    13F-HR 0001596920-24-000001 filed by D. SCOTT NEAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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