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Disclosery

D. SCOTT NEAL, INC.: IBM position timeline

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

D. SCOTT NEAL, INC. held 2,150 IBM 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 2,150 shares
    Change vs previous 13F -312 shares

    0.28% of the 13F portfolio, value $606,644.

    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 2,462 shares
    Change vs previous 13F +10 shares

    0.36% of the 13F portfolio, value $725,749.

    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 2,452 shares
    Change vs previous 13F -9 shares

    0.34% of the 13F portfolio, value $609,715.

    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 2,461 shares
    Change vs previous 13F -4 shares

    0.3% of the 13F portfolio, value $541,002.

    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 2,465 shares
    Change vs previous 13F -3 shares

    0.29% of the 13F portfolio, value $544,963.

    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 2,468 shares
    Change vs previous 13F -5 shares

    0.24% of the 13F portfolio, value $426,841.

    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 2,473 shares
    Change vs previous 13F -8 shares

    0.31% of the 13F portfolio, value $472,245.

    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 2,481 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $405,768.

    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).