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McKinley Carter Wealth Services, Inc.: EFG position timeline

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

McKinley Carter Wealth Services, Inc. held 29,888 EFG 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 29,888 shares
    Change vs previous 13F -1,122 shares

    0.19% of the 13F portfolio, value $3,718,624.

    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 31,010 shares
    Change vs previous 13F -3,197 shares

    0.2% of the 13F portfolio, value $3,453,547.

    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 34,207 shares
    Change vs previous 13F -3,924 shares

    0.22% of the 13F portfolio, value $3,896,892.

    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 38,131 shares
    Change vs previous 13F -2,510 shares

    0.23% of the 13F portfolio, value $4,342,396.

    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 40,641 shares
    Change vs previous 13F -7,499 shares

    0.25% of the 13F portfolio, value $4,551,832.

    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 48,140 shares
    Change vs previous 13F -271,989 shares

    0.3% of the 13F portfolio, value $4,813,988.

    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 320,129 shares
    Change vs previous 13F +4,645 shares

    1.9% of the 13F portfolio, value $30,998,064.

    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 315,484 shares
    Change vs previous 13F not available

    2.05% of the 13F portfolio, value $33,961,859.

    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).