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McKinley Carter Wealth Services, Inc.: ESGU position timeline

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

McKinley Carter Wealth Services, Inc. held 40,778 ESGU 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 40,778 shares
    Change vs previous 13F +848 shares

    0.34% of the 13F portfolio, value $6,674,201.

    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 39,930 shares
    Change vs previous 13F +6,769 shares

    0.33% of the 13F portfolio, value $5,646,876.

    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 33,161 shares
    Change vs previous 13F -2,452 shares

    0.28% of the 13F portfolio, value $4,940,304.

    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 35,613 shares
    Change vs previous 13F -72 shares

    0.27% of the 13F portfolio, value $5,185,250.

    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 35,685 shares
    Change vs previous 13F -1,687 shares

    0.27% of the 13F portfolio, value $4,828,181.

    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 37,372 shares
    Change vs previous 13F -3,774 shares

    0.28% of the 13F portfolio, value $4,555,995.

    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 41,146 shares
    Change vs previous 13F -399 shares

    0.32% of the 13F portfolio, value $5,300,465.

    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 41,545 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $5,242,157.

    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).