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McKinley Carter Wealth Services, Inc.: DFAE position timeline

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

McKinley Carter Wealth Services, Inc. held 2,299,652 DFAE 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 2,299,652 shares
    Change vs previous 13F +120,580 shares

    4.77% of the 13F portfolio, value $92,469,021.

    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 2,179,072 shares
    Change vs previous 13F +1,655,721 shares

    4.26% of the 13F portfolio, value $73,783,376.

    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 523,351 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $17,045,541.

    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).