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MCCARTER PRIVATE WEALTH SERVICES LLC: DHR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MCCARTER PRIVATE WEALTH SERVICES LLC on DHR, newest first. How the timeline and the estimate are built.

MCCARTER PRIVATE WEALTH SERVICES LLC held 2,266 DHR shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,266 shares
    Change vs previous 13F -552 shares

    0.15% of the 13F portfolio, value $431,627.

    13F-HR 0001172661-26-003080 filed by MCCARTER PRIVATE WEALTH SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,818 shares
    Change vs previous 13F -1,010 shares

    0.23% of the 13F portfolio, value $534,293.

    13F-HR 0001172661-26-001994 filed by MCCARTER PRIVATE WEALTH SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 3,828 shares
    Change vs previous 13F +1,033 shares

    0.39% of the 13F portfolio, value $876,306.

    13F-HR 0001172661-26-000588 filed by MCCARTER PRIVATE WEALTH SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 2,795 shares
    Change vs previous 13F +598 shares

    0.28% of the 13F portfolio, value $554,136.

    13F-HR 0001172661-25-004381 filed by MCCARTER PRIVATE WEALTH SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 2,197 shares
    Change vs previous 13F +847 shares

    0.25% of the 13F portfolio, value $433,996.

    13F-HR 0001172661-25-002869 filed by MCCARTER PRIVATE WEALTH SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,350 shares
    Change vs previous 13F -266 shares

    0.18% of the 13F portfolio, value $276,750.

    13F-HR 0001172661-25-001841 filed by MCCARTER PRIVATE WEALTH SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,616 shares
    Change vs previous 13F +86 shares

    0.24% of the 13F portfolio, value $370,953.

    13F-HR 0001172661-25-001065 filed by MCCARTER PRIVATE WEALTH SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,530 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $425,371.

    13F-HR 0001172661-24-005338 filed by MCCARTER PRIVATE WEALTH SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).