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McKinley Carter Wealth Services, Inc.: ESGD position timeline

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

McKinley Carter Wealth Services, Inc. held 30,006 ESGD 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 30,006 shares
    Change vs previous 13F +545 shares

    0.16% of the 13F portfolio, value $3,084,937.

    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 29,461 shares
    Change vs previous 13F -2,479 shares

    0.16% of the 13F portfolio, value $2,817,080.

    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 31,940 shares
    Change vs previous 13F -3,016 shares

    0.17% of the 13F portfolio, value $3,037,193.

    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 34,956 shares
    Change vs previous 13F -30 shares

    0.17% of the 13F portfolio, value $3,250,206.

    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 34,986 shares
    Change vs previous 13F -2,493 shares

    0.17% of the 13F portfolio, value $3,121,448.

    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 37,479 shares
    Change vs previous 13F -4,473 shares

    0.19% of the 13F portfolio, value $3,061,662.

    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 41,952 shares
    Change vs previous 13F +3,079 shares

    0.2% of the 13F portfolio, value $3,194,239.

    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 38,873 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $3,271,922.

    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).