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Disclosery

D. SCOTT NEAL, INC.: CRL position timeline

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

D. SCOTT NEAL, INC. held 0 CRL shares at 2024-09-30 per its 13F-HR filed 2024-10-17.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F -34,808 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-06-30
    13F 34,808 shares
    Change vs previous 13F +1,857 shares

    4% of the 13F portfolio, value $7,190,638.

    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).

  3. period ended2024-03-31
    13F 32,951 shares
    Change vs previous 13F not available

    5.84% of the 13F portfolio, value $8,928,074.

    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).