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McKinley Carter Wealth Services, Inc.: BUFY position timeline

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

McKinley Carter Wealth Services, Inc. held 48,951 BUFY 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 48,951 shares
    Change vs previous 13F -181 shares

    0.06% of the 13F portfolio, value $1,145,846.

    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 49,132 shares
    Change vs previous 13F +7,243 shares

    0.06% of the 13F portfolio, value $1,099,575.

    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 41,889 shares
    Change vs previous 13F +7,558 shares

    0.05% of the 13F portfolio, value $931,612.

    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 34,331 shares
    Change vs previous 13F +23,300 shares

    0.04% of the 13F portfolio, value $746,013.

    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 11,031 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $232,644.

    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).