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McKinley Carter Wealth Services, Inc.: FBT position timeline

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

McKinley Carter Wealth Services, Inc. held 4,773 FBT 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 4,773 shares
    Change vs previous 13F -4 shares

    0.06% of the 13F portfolio, value $1,183,173.

    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 4,777 shares
    Change vs previous 13F -1,535 shares

    0.06% of the 13F portfolio, value $959,312.

    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 6,312 shares
    Change vs previous 13F -205 shares

    0.07% of the 13F portfolio, value $1,303,626.

    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 6,517 shares
    Change vs previous 13F -841 shares

    0.06% of the 13F portfolio, value $1,168,495.

    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 7,358 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $1,187,122.

    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 7,358 shares
    Change vs previous 13F -242 shares

    0.08% of the 13F portfolio, value $1,251,765.

    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 7,600 shares
    Change vs previous 13F -717 shares

    0.08% of the 13F portfolio, value $1,263,274.

    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 8,317 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,429,964.

    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).