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Disclosery

D. SCOTT NEAL, INC.: NSA position timeline

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

D. SCOTT NEAL, INC. held 255,877 NSA 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 255,877 shares
    Change vs previous 13F -358 shares

    3.58% of the 13F portfolio, value $7,732,603.

    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 256,235 shares
    Change vs previous 13F -1,458 shares

    4.09% of the 13F portfolio, value $8,196,958.

    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 257,693 shares
    Change vs previous 13F -6,899 shares

    5.63% of the 13F portfolio, value $10,153,105.

    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 264,592 shares
    Change vs previous 13F -7,477 shares

    5.5% of the 13F portfolio, value $10,030,683.

    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 272,069 shares
    Change vs previous 13F -5,107 shares

    6.94% of the 13F portfolio, value $13,113,726.

    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 277,176 shares
    Change vs previous 13F +46,848 shares

    6.36% of the 13F portfolio, value $11,425,195.

    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 230,328 shares
    Change vs previous 13F not available

    5.9% of the 13F portfolio, value $9,019,645.

    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).