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Disclosery

D. SCOTT NEAL, INC.: ESGV position timeline

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

D. SCOTT NEAL, INC. held 2,132 ESGV 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 2,132 shares
    Change vs previous 13F +18 shares

    0.12% of the 13F portfolio, value $252,515.

    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 2,114 shares
    Change vs previous 13F +49 shares

    0.12% of the 13F portfolio, value $231,779.

    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 2,065 shares
    Change vs previous 13F -157 shares

    0.11% of the 13F portfolio, value $202,267.

    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 2,222 shares
    Change vs previous 13F -141 shares

    0.13% of the 13F portfolio, value $233,066.

    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 2,363 shares
    Change vs previous 13F -25 shares

    0.13% of the 13F portfolio, value $240,199.

    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 2,388 shares
    Change vs previous 13F -230 shares

    0.13% of the 13F portfolio, value $230,729.

    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 2,618 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $243,972.

    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 2,618 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $222,688.

    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).