Skip to content
Disclosery

D. SCOTT NEAL, INC.: XLC position timeline

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

D. SCOTT NEAL, INC. held 185,200 XLC 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 185,200 shares
    Change vs previous 13F -283 shares

    10.14% of the 13F portfolio, value $21,922,125.

    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 185,483 shares
    Change vs previous 13F +2,253 shares

    10.04% of the 13F portfolio, value $20,130,471.

    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 183,230 shares
    Change vs previous 13F +14,628 shares

    9.8% of the 13F portfolio, value $17,672,535.

    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 168,602 shares
    Change vs previous 13F +104,403 shares

    8.95% of the 13F portfolio, value $16,322,361.

    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 64,199 shares
    Change vs previous 13F +2,604 shares

    3.07% of the 13F portfolio, value $5,803,590.

    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 61,595 shares
    Change vs previous 13F not available

    2.94% of the 13F portfolio, value $5,276,229.

    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).