McKinley Carter Wealth Services, Inc.: DHR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of McKinley Carter Wealth Services, Inc. on DHR, newest first. How the timeline and the estimate are built.
McKinley Carter Wealth Services, Inc. held 1,111 DHR shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 1,111 sharesChange vs previous 13F -162 shares
0.01% of the 13F portfolio, value $211,585.
13F-HR 0001484265-26-000003 filed by McKinley Carter Wealth Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,273 sharesChange vs previous 13F -1,636 shares
0.01% of the 13F portfolio, value $241,322.
13F-HR 0001484265-26-000002 filed by McKinley Carter Wealth Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,909 sharesChange vs previous 13F -95 shares
0.04% of the 13F portfolio, value $666,002.
13F-HR 0001484265-26-000001 filed by McKinley Carter Wealth Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,004 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $595,637.
13F-HR 0001484265-25-000003 filed by McKinley Carter Wealth Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,004 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $593,474.
13F-HR 0001085146-25-004115 filed by McKinley Carter Wealth Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,004 sharesChange vs previous 13F +81 shares
0.04% of the 13F portfolio, value $615,886.
13F-HR 0001085146-25-002110 filed by McKinley Carter Wealth Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,923 sharesChange vs previous 13F -25 shares
0.04% of the 13F portfolio, value $671,049.
13F-HR 0001085146-25-000416 filed by McKinley Carter Wealth Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,948 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $819,693.
13F-HR 0001085146-24-004914 filed by McKinley Carter Wealth Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).