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Disclosery

D. SCOTT NEAL, INC.: FLEX position timeline

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

D. SCOTT NEAL, INC. held 267,835 FLEX 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 267,835 shares
    Change vs previous 13F +84 shares

    7.18% of the 13F portfolio, value $15,526,396.

    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 267,751 shares
    Change vs previous 13F +9,200 shares

    6.66% of the 13F portfolio, value $13,366,131.

    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 258,551 shares
    Change vs previous 13F -16,949 shares

    4.74% of the 13F portfolio, value $8,552,868.

    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 275,500 shares
    Change vs previous 13F -951 shares

    5.8% of the 13F portfolio, value $10,576,446.

    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 276,451 shares
    Change vs previous 13F -3,004 shares

    4.89% of the 13F portfolio, value $9,241,758.

    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 279,455 shares
    Change vs previous 13F +8,606 shares

    4.59% of the 13F portfolio, value $8,241,129.

    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 270,849 shares
    Change vs previous 13F not available

    5.07% of the 13F portfolio, value $7,748,990.

    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).