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McKinley Carter Wealth Services, Inc.: COWZ position timeline

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

McKinley Carter Wealth Services, Inc. held 38,431 COWZ 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 38,431 shares
    Change vs previous 13F +2,478 shares

    0.12% of the 13F portfolio, value $2,390,401.

    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 35,953 shares
    Change vs previous 13F -266 shares

    0.13% of the 13F portfolio, value $2,249,207.

    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 36,219 shares
    Change vs previous 13F -918 shares

    0.12% of the 13F portfolio, value $2,179,324.

    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 37,137 shares
    Change vs previous 13F -1,000 shares

    0.11% of the 13F portfolio, value $2,134,289.

    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 38,137 shares
    Change vs previous 13F -9,681 shares

    0.12% of the 13F portfolio, value $2,101,338.

    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 47,818 shares
    Change vs previous 13F -7,271 shares

    0.16% of the 13F portfolio, value $2,618,489.

    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 55,089 shares
    Change vs previous 13F -8,172 shares

    0.19% of the 13F portfolio, value $3,111,412.

    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 63,261 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $3,658,391.

    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).