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McKinley Carter Wealth Services, Inc.: CHCO position timeline

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

McKinley Carter Wealth Services, Inc. held 15,306 CHCO 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 15,306 shares
    Change vs previous 13F +1,529 shares

    0.1% of the 13F portfolio, value $2,030,145.

    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 13,777 shares
    Change vs previous 13F +21 shares

    0.1% of the 13F portfolio, value $1,646,644.

    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 13,756 shares
    Change vs previous 13F +22 shares

    0.09% of the 13F portfolio, value $1,639,688.

    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 13,734 shares
    Change vs previous 13F +19 shares

    0.09% of the 13F portfolio, value $1,701,231.

    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 13,715 shares
    Change vs previous 13F -2,502 shares

    0.09% of the 13F portfolio, value $1,679,040.

    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 16,217 shares
    Change vs previous 13F +20 shares

    0.12% of the 13F portfolio, value $1,904,960.

    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 16,197 shares
    Change vs previous 13F +19 shares

    0.12% of the 13F portfolio, value $1,919,051.

    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 16,178 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,899,139.

    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).