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Disclosery

D. SCOTT NEAL, INC.: QLD position timeline

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

D. SCOTT NEAL, INC. held 24,928 QLD 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 24,928 shares
    Change vs previous 13F 0 shares

    1.58% of the 13F portfolio, value $3,420,122.

    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 24,928 shares
    Change vs previous 13F 0 shares

    1.46% of the 13F portfolio, value $2,934,275.

    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 24,928 shares
    Change vs previous 13F 0 shares

    1.23% of the 13F portfolio, value $2,215,601.

    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 24,928 shares
    Change vs previous 13F -148 shares

    1.48% of the 13F portfolio, value $2,698,207.

    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 25,076 shares
    Change vs previous 13F 0 shares

    1.34% of the 13F portfolio, value $2,526,444.

    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 25,076 shares
    Change vs previous 13F -15 shares

    1.39% of the 13F portfolio, value $2,505,493.

    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 25,091 shares
    Change vs previous 13F 0 shares

    1.44% of the 13F portfolio, value $2,194,961.

    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 25,091 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $1,906,916.

    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).