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Disclosery

D. SCOTT NEAL, INC.: WM position timeline

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

D. SCOTT NEAL, INC. held 1,017 WM 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 1,017 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $224,585.

    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 1,017 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $232,710.

    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 1,017 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $235,446.

    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 1,017 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $205,221.

    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 1,017 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $211,130.

    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 1,017 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $216,967.

    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 1,017 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $216,774.

    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).