Skip to content
Disclosery

D. SCOTT NEAL, INC.: KLAC position timeline

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

D. SCOTT NEAL, INC. held 10,886 KLAC 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 10,886 shares
    Change vs previous 13F -1 shares

    5.43% of the 13F portfolio, value $11,741,670.

    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 10,887 shares
    Change vs previous 13F +519 shares

    4.86% of the 13F portfolio, value $9,751,861.

    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 10,368 shares
    Change vs previous 13F -433 shares

    3.91% of the 13F portfolio, value $7,048,051.

    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 10,801 shares
    Change vs previous 13F -166 shares

    3.73% of the 13F portfolio, value $6,805,755.

    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 10,967 shares
    Change vs previous 13F -414 shares

    4.49% of the 13F portfolio, value $8,492,641.

    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 11,381 shares
    Change vs previous 13F -1,519 shares

    5.22% of the 13F portfolio, value $9,384,159.

    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 12,900 shares
    Change vs previous 13F -3,444 shares

    5.89% of the 13F portfolio, value $9,011,860.

    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 16,344 shares
    Change vs previous 13F not available

    8.46% of the 13F portfolio, value $9,500,986.

    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).