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Disclosery

D. SCOTT NEAL, INC.: SSO position timeline

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

D. SCOTT NEAL, INC. held 22,688 SSO 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 22,688 shares
    Change vs previous 13F 0 shares

    1.18% of the 13F portfolio, value $2,544,006.

    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 22,688 shares
    Change vs previous 13F 0 shares

    1.11% of the 13F portfolio, value $2,217,072.

    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 22,688 shares
    Change vs previous 13F 0 shares

    1.04% of the 13F portfolio, value $1,878,113.

    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 22,688 shares
    Change vs previous 13F -200 shares

    1.15% of the 13F portfolio, value $2,098,867.

    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 22,888 shares
    Change vs previous 13F 0 shares

    1.09% of the 13F portfolio, value $2,067,806.

    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 22,888 shares
    Change vs previous 13F -16 shares

    1.05% of the 13F portfolio, value $1,894,925.

    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 22,904 shares
    Change vs previous 13F 0 shares

    1.16% of the 13F portfolio, value $1,775,519.

    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 22,904 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $1,490,364.

    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).