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McKinley Carter Wealth Services, Inc.: DFIV position timeline

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

McKinley Carter Wealth Services, Inc. held 51,721 DFIV 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 51,721 shares
    Change vs previous 13F -4,937 shares

    0.14% of the 13F portfolio, value $2,793,985.

    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 56,658 shares
    Change vs previous 13F -1,580 shares

    0.17% of the 13F portfolio, value $2,990,422.

    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 58,238 shares
    Change vs previous 13F -5,446 shares

    0.16% of the 13F portfolio, value $2,906,068.

    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 63,684 shares
    Change vs previous 13F +185 shares

    0.15% of the 13F portfolio, value $2,937,122.

    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 63,499 shares
    Change vs previous 13F +37,339 shares

    0.15% of the 13F portfolio, value $2,719,672.

    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 26,160 shares
    Change vs previous 13F -2,475 shares

    0.06% of the 13F portfolio, value $1,029,647.

    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 28,635 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,015,970.

    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).