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D. SCOTT NEAL, INC.: AJG position timeline

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

D. SCOTT NEAL, INC. held 56,663 AJG 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 56,663 shares
    Change vs previous 13F -951 shares

    8.12% of the 13F portfolio, value $17,550,875.

    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 57,614 shares
    Change vs previous 13F +59 shares

    9.19% of the 13F portfolio, value $18,443,384.

    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 57,555 shares
    Change vs previous 13F -2,260 shares

    11.02% of the 13F portfolio, value $19,870,189.

    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 59,815 shares
    Change vs previous 13F -272 shares

    9.31% of the 13F portfolio, value $16,978,619.

    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 60,087 shares
    Change vs previous 13F -10,330 shares

    8.94% of the 13F portfolio, value $16,906,733.

    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 70,417 shares
    Change vs previous 13F +31,050 shares

    10.16% of the 13F portfolio, value $18,259,795.

    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 39,367 shares
    Change vs previous 13F +1,480 shares

    6.44% of the 13F portfolio, value $9,843,450.

    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 37,887 shares
    Change vs previous 13F not available

    7.59% of the 13F portfolio, value $8,520,086.

    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).