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Disclosery

D. SCOTT NEAL, INC.: XLU position timeline

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

D. SCOTT NEAL, INC. held 33,558 XLU 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 33,558 shares
    Change vs previous 13F +2,957 shares

    1.35% of the 13F portfolio, value $2,926,594.

    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 30,601 shares
    Change vs previous 13F +1,668 shares

    1.25% of the 13F portfolio, value $2,498,878.

    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 28,933 shares
    Change vs previous 13F +28,933 shares

    1.27% of the 13F portfolio, value $2,281,368.

    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 0 shares
    Change vs previous 13F -209,208 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  5. period ended2024-09-30
    13F 209,208 shares
    Change vs previous 13F not available

    8.94% of the 13F portfolio, value $16,899,823.

    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).