Skip to content
Disclosery

McKinley Carter Wealth Services, Inc.: FNDF position timeline

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

McKinley Carter Wealth Services, Inc. held 193,864 FNDF 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 193,864 shares
    Change vs previous 13F -5,028 shares

    0.53% of the 13F portfolio, value $10,228,275.

    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 198,892 shares
    Change vs previous 13F -246,467 shares

    0.56% of the 13F portfolio, value $9,731,774.

    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 445,359 shares
    Change vs previous 13F -126,344 shares

    1.13% of the 13F portfolio, value $20,134,674.

    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 571,703 shares
    Change vs previous 13F -12,495 shares

    1.29% of the 13F portfolio, value $24,560,375.

    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 584,198 shares
    Change vs previous 13F -27,340 shares

    1.3% of the 13F portfolio, value $23,379,585.

    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 611,538 shares
    Change vs previous 13F -344,724 shares

    1.36% of the 13F portfolio, value $22,100,994.

    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 956,262 shares
    Change vs previous 13F +32,861 shares

    1.94% of the 13F portfolio, value $31,757,469.

    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 923,401 shares
    Change vs previous 13F not available

    2.08% of the 13F portfolio, value $34,507,510.

    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).