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Disclosery

D. SCOTT NEAL, INC.: QQQ position timeline

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

D. SCOTT NEAL, INC. held 51,460 QQQ 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 51,460 shares
    Change vs previous 13F -309 shares

    14.29% of the 13F portfolio, value $30,895,140.

    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 51,769 shares
    Change vs previous 13F -24 shares

    14.24% of the 13F portfolio, value $28,557,919.

    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 51,793 shares
    Change vs previous 13F -2,599 shares

    13.47% of the 13F portfolio, value $24,286,807.

    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 54,392 shares
    Change vs previous 13F -104 shares

    15.25% of the 13F portfolio, value $27,806,858.

    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 54,496 shares
    Change vs previous 13F +3,345 shares

    14.09% of the 13F portfolio, value $26,634,023.

    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 51,151 shares
    Change vs previous 13F +33,807 shares

    13.66% of the 13F portfolio, value $24,544,895.

    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 17,344 shares
    Change vs previous 13F +6,730 shares

    5.04% of the 13F portfolio, value $7,711,223.

    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 10,614 shares
    Change vs previous 13F not available

    3.87% of the 13F portfolio, value $4,346,646.

    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).