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McKinley Carter Wealth Services, Inc.: ESGE position timeline

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

McKinley Carter Wealth Services, Inc. held 24,162 ESGE 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 24,162 shares
    Change vs previous 13F +419 shares

    0.07% of the 13F portfolio, value $1,321,419.

    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 23,743 shares
    Change vs previous 13F -2,717 shares

    0.06% of the 13F portfolio, value $1,079,607.

    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 26,460 shares
    Change vs previous 13F -2,565 shares

    0.07% of the 13F portfolio, value $1,168,751.

    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 29,025 shares
    Change vs previous 13F -107 shares

    0.07% of the 13F portfolio, value $1,260,246.

    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 29,132 shares
    Change vs previous 13F -1,064 shares

    0.06% of the 13F portfolio, value $1,141,083.

    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 30,196 shares
    Change vs previous 13F +4,074 shares

    0.06% of the 13F portfolio, value $1,055,351.

    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 26,122 shares
    Change vs previous 13F +1,383 shares

    0.05% of the 13F portfolio, value $872,228.

    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 24,739 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $900,750.

    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).