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McKinley Carter Wealth Services, Inc.: GOVT position timeline

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

McKinley Carter Wealth Services, Inc. held 87,497 GOVT 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 87,497 shares
    Change vs previous 13F -402,141 shares

    0.1% of the 13F portfolio, value $1,993,173.

    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 489,638 shares
    Change vs previous 13F -897,375 shares

    0.65% of the 13F portfolio, value $11,217,604.

    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 1,387,013 shares
    Change vs previous 13F -588,516 shares

    1.78% of the 13F portfolio, value $31,935,984.

    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 1,975,529 shares
    Change vs previous 13F +47,196 shares

    2.4% of the 13F portfolio, value $45,674,231.

    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 1,928,333 shares
    Change vs previous 13F +29,509 shares

    2.46% of the 13F portfolio, value $44,313,096.

    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 1,898,824 shares
    Change vs previous 13F +593,178 shares

    2.69% of the 13F portfolio, value $43,644,471.

    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 1,305,646 shares
    Change vs previous 13F +70,642 shares

    1.84% of the 13F portfolio, value $30,003,739.

    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 1,235,004 shares
    Change vs previous 13F not available

    1.75% of the 13F portfolio, value $28,960,846.

    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).