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McKinley Carter Wealth Services, Inc.: DFAT position timeline

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

McKinley Carter Wealth Services, Inc. held 155,004 DFAT 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 155,004 shares
    Change vs previous 13F +7,886 shares

    0.56% of the 13F portfolio, value $10,834,798.

    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 147,118 shares
    Change vs previous 13F +282 shares

    0.53% of the 13F portfolio, value $9,187,527.

    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 146,836 shares
    Change vs previous 13F -25,113 shares

    0.49% of the 13F portfolio, value $8,742,646.

    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 171,949 shares
    Change vs previous 13F +1,819 shares

    0.53% of the 13F portfolio, value $10,009,147.

    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 170,130 shares
    Change vs previous 13F +3,352 shares

    0.51% of the 13F portfolio, value $9,180,224.

    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 166,778 shares
    Change vs previous 13F +6,951 shares

    0.53% of the 13F portfolio, value $8,587,407.

    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 159,827 shares
    Change vs previous 13F +8,057 shares

    0.54% of the 13F portfolio, value $8,895,992.

    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 151,770 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $8,442,980.

    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).