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Disclosery

D. SCOTT NEAL, INC.: IWR position timeline

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

D. SCOTT NEAL, INC. held 3,560 IWR 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 3,560 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $343,718.

    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 3,560 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $327,414.

    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 3,560 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $302,850.

    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 3,560 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $314,704.

    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 3,560 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $313,779.

    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 3,560 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $288,645.

    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 3,560 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $299,361.

    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 3,560 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $276,719.

    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).