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McKinley Carter Wealth Services, Inc.: BRTR position timeline

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

McKinley Carter Wealth Services, Inc. held 51,745 BRTR 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 51,745 shares
    Change vs previous 13F +4,983 shares

    0.13% of the 13F portfolio, value $2,604,065.

    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 46,762 shares
    Change vs previous 13F +6,395 shares

    0.14% of the 13F portfolio, value $2,346,989.

    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 40,367 shares
    Change vs previous 13F -2,757 shares

    0.11% of the 13F portfolio, value $2,049,653.

    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 43,124 shares
    Change vs previous 13F +1,627 shares

    0.12% of the 13F portfolio, value $2,198,830.

    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 41,497 shares
    Change vs previous 13F +22,962 shares

    0.12% of the 13F portfolio, value $2,097,031.

    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 18,535 shares
    Change vs previous 13F +6,969 shares

    0.06% of the 13F portfolio, value $933,414.

    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 11,566 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $570,436.

    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).