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McKinley Carter Wealth Services, Inc.: EAGG position timeline

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

McKinley Carter Wealth Services, Inc. held 53,341 EAGG 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 53,341 shares
    Change vs previous 13F +163 shares

    0.13% of the 13F portfolio, value $2,528,913.

    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 53,178 shares
    Change vs previous 13F -7,179 shares

    0.15% of the 13F portfolio, value $2,528,610.

    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 60,357 shares
    Change vs previous 13F +4,585 shares

    0.16% of the 13F portfolio, value $2,888,088.

    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 55,772 shares
    Change vs previous 13F +1,535 shares

    0.14% of the 13F portfolio, value $2,678,743.

    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 54,237 shares
    Change vs previous 13F -647 shares

    0.14% of the 13F portfolio, value $2,578,433.

    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 54,884 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,605,873.

    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).