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Disclosery

D. SCOTT NEAL, INC.: UNM position timeline

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

D. SCOTT NEAL, INC. held 257,423 UNM 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 257,423 shares
    Change vs previous 13F -7,166 shares

    9.26% of the 13F portfolio, value $20,022,362.

    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 264,589 shares
    Change vs previous 13F -7,086 shares

    10.65% of the 13F portfolio, value $21,368,209.

    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 271,675 shares
    Change vs previous 13F -9,202 shares

    12.27% of the 13F portfolio, value $22,130,646.

    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 280,877 shares
    Change vs previous 13F -9,596 shares

    11.25% of the 13F portfolio, value $20,512,448.

    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 290,473 shares
    Change vs previous 13F -2,479 shares

    9.13% of the 13F portfolio, value $17,265,716.

    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 292,952 shares
    Change vs previous 13F +67,992 shares

    8.33% of the 13F portfolio, value $14,972,778.

    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 224,960 shares
    Change vs previous 13F not available

    7.89% of the 13F portfolio, value $12,071,354.

    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).