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McKinley Carter Wealth Services, Inc.: FBND position timeline

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

McKinley Carter Wealth Services, Inc. held 2,446,971 FBND 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 2,446,971 shares
    Change vs previous 13F +177,215 shares

    5.75% of the 13F portfolio, value $111,312,694.

    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 2,269,756 shares
    Change vs previous 13F +129,541 shares

    5.98% of the 13F portfolio, value $103,546,254.

    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 2,140,215 shares
    Change vs previous 13F +26,796 shares

    5.51% of the 13F portfolio, value $98,535,516.

    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 2,113,419 shares
    Change vs previous 13F +115,073 shares

    5.13% of the 13F portfolio, value $97,724,475.

    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 1,998,346 shares
    Change vs previous 13F +93,078 shares

    5.08% of the 13F portfolio, value $91,424,350.

    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 1,905,268 shares
    Change vs previous 13F +355,124 shares

    5.35% of the 13F portfolio, value $86,975,482.

    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 1,550,144 shares
    Change vs previous 13F +194,687 shares

    4.26% of the 13F portfolio, value $69,554,950.

    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 1,355,457 shares
    Change vs previous 13F not available

    3.83% of the 13F portfolio, value $63,354,041.

    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).