Current Market Value 200,600,026
Current Holdings 55
Most Recent File Date 2025-07-08
Total Filings on Record 48
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by D. Scott Neal, Inc. . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-08 2025-06-30 13F-HR 55 200,600
2025-04-11 2025-03-31 13F-HR 54 180,298
2025-01-14 2024-12-31 13F-HR 55 182,314
2024-10-17 2024-09-30 13F-HR 58 189,079
2024-07-15 2024-06-30 13F-HR 63 179,645
2024-04-11 2024-03-31 13F-HR 61 152,936
2024-01-17 2023-12-31 13F-HR 59 112,251
2023-10-11 2023-09-30 13F-HR 62 116,987
2023-07-17 2023-06-30 13F-HR 63 132,977
2023-04-12 2023-03-31 13F-HR 63 178,962
2023-01-11 2022-12-31 13F-HR 57 205,972
2022-10-27 2022-09-30 13F-HR 60 237,892
2022-07-11 2022-06-30 13F-HR 61 240,469
2022-05-04 2022-03-31 13F-HR 64 251,788
2022-01-21 2021-12-31 13F-HR 57 265,291
2021-11-04 2021-09-30 13F-HR 51 236,537
2021-08-02 2021-06-30 13F-HR 49 220,437
2021-04-30 2021-03-31 13F-HR 47 223,079
2021-02-05 2020-12-31 13F-HR 43 204,595
2020-10-15 2020-09-30 13F-HR 38 178,103
2020-07-16 2020-06-30 13F-HR 37 159,632
2020-04-27 2020-03-31 13F-HR 35 166,347
2020-01-16 2019-12-31 13F-HR 42 207,228
2019-10-16 2019-09-30 13F-HR 35 194,134
2019-07-25 2019-06-30 13F-HR 31 184,029
2019-04-11 2019-03-31 13F-HR 32 191,108
2019-02-06 2018-12-31 13F-HR 28 183,166
2018-11-13 2018-09-30 13F-HR 34 197,961
2018-08-15 2018-06-30 13F-HR 64 178,997
2018-05-10 2018-03-31 13F-HR/A 1 R 178 176,106
2018-04-18 2018-03-31 13F-HR 179 187,257
2018-02-16 2017-12-31 13F-HR 170 166,832
2017-10-18 2017-09-30 13F-HR 192 165,820
2017-07-14 2017-06-30 13F-HR 189 146,833
2017-04-25 2017-03-31 13F-HR 167 155,242
2017-01-17 2016-12-31 13F-HR 170 140,344
2016-10-18 2016-09-30 13F-HR 179 127,402
2016-07-19 2016-06-30 13F-HR 185 112,851
2016-04-13 2016-03-31 13F-HR 172 106,632
2016-01-12 2015-12-31 13F-HR 152 125,989
2015-10-15 2015-09-30 13F-HR 33 118,995
2015-07-21 2015-06-30 13F-HR 37 145,526
2015-04-02 2015-03-31 13F-HR 33 139,507
2015-01-05 2014-12-31 13F-HR 37 142,099
2014-11-21 2014-09-30 13F-HR 32 125,881
2014-07-08 2014-06-30 13F-HR 34 126,721
2014-04-04 2014-03-31 13F-HR 42 118,928
2014-01-13 2013-12-31 13F-HR 37 111,582