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Disclosery

D. SCOTT NEAL, INC.: SPY position timeline

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

D. SCOTT NEAL, INC. held 6,211 SPY 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 6,211 shares
    Change vs previous 13F -710 shares

    1.91% of the 13F portfolio, value $4,137,644.

    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 6,921 shares
    Change vs previous 13F +6,425 shares

    2.13% of the 13F portfolio, value $4,276,141.

    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 496 shares
    Change vs previous 13F +10 shares

    0.15% of the 13F portfolio, value $277,458.

    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 486 shares
    Change vs previous 13F -7,226 shares

    0.16% of the 13F portfolio, value $297,497.

    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 7,712 shares
    Change vs previous 13F +4,453 shares

    2.35% of the 13F portfolio, value $4,437,465.

    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 3,259 shares
    Change vs previous 13F +7 shares

    0.99% of the 13F portfolio, value $1,779,332.

    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 3,252 shares
    Change vs previous 13F +659 shares

    1.12% of the 13F portfolio, value $1,706,211.

    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 2,593 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $1,236,385.

    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).