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McKinley Carter Wealth Services, Inc.: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of McKinley Carter Wealth Services, Inc. on AGG, newest first. How the timeline and the estimate are built.

McKinley Carter Wealth Services, Inc. held 652,197 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 652,197 shares
    Change vs previous 13F +31,920 shares

    3.33% of the 13F portfolio, value $64,554,482.

    13F-HR 0001484265-26-000003 filed by McKinley Carter Wealth Services, Inc.
    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 620,277 shares
    Change vs previous 13F +19,254 shares

    3.56% of the 13F portfolio, value $61,574,876.

    13F-HR 0001484265-26-000002 filed by McKinley Carter Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 601,023 shares
    Change vs previous 13F -46,505 shares

    3.35% of the 13F portfolio, value $60,030,183.

    13F-HR 0001484265-26-000001 filed by McKinley Carter Wealth Services, Inc.
    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 647,528 shares
    Change vs previous 13F +4,020 shares

    3.41% of the 13F portfolio, value $64,914,690.

    13F-HR 0001484265-25-000003 filed by McKinley Carter Wealth Services, Inc.
    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 643,508 shares
    Change vs previous 13F +15,850 shares

    3.55% of the 13F portfolio, value $63,836,009.

    13F-HR 0001085146-25-004115 filed by McKinley Carter Wealth Services, Inc.
    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 627,658 shares
    Change vs previous 13F -3,851 shares

    3.82% of the 13F portfolio, value $62,087,958.

    13F-HR 0001085146-25-002110 filed by McKinley Carter Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 631,509 shares
    Change vs previous 13F -8,621 shares

    3.75% of the 13F portfolio, value $61,193,201.

    13F-HR 0001085146-25-000416 filed by McKinley Carter Wealth Services, Inc.
    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 640,130 shares
    Change vs previous 13F not available

    3.92% of the 13F portfolio, value $64,825,973.

    13F-HR 0001085146-24-004914 filed by McKinley Carter Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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