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McKinley Carter Wealth Services, Inc.: BND position timeline

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

McKinley Carter Wealth Services, Inc. held 155,905 BND 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 155,905 shares
    Change vs previous 13F +5,171 shares

    0.59% of the 13F portfolio, value $11,444,995.

    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 150,734 shares
    Change vs previous 13F -4,374 shares

    0.64% of the 13F portfolio, value $11,100,019.

    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 155,108 shares
    Change vs previous 13F -14,536 shares

    0.64% of the 13F portfolio, value $11,488,877.

    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 169,644 shares
    Change vs previous 13F -2,546 shares

    0.66% of the 13F portfolio, value $12,616,425.

    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 172,190 shares
    Change vs previous 13F -5,852 shares

    0.7% of the 13F portfolio, value $12,678,337.

    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 178,042 shares
    Change vs previous 13F -20,602 shares

    0.8% of the 13F portfolio, value $13,077,149.

    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 198,644 shares
    Change vs previous 13F +45,803 shares

    0.87% of the 13F portfolio, value $14,284,501.

    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 152,841 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $11,479,881.

    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).