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McKinley Carter Wealth Services, Inc.: GRID position timeline

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

McKinley Carter Wealth Services, Inc. held 85,108 GRID 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 85,108 shares
    Change vs previous 13F +5,662 shares

    0.84% of the 13F portfolio, value $16,319,401.

    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 79,446 shares
    Change vs previous 13F +58,914 shares

    0.75% of the 13F portfolio, value $12,995,841.

    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 20,532 shares
    Change vs previous 13F +13,528 shares

    0.18% of the 13F portfolio, value $3,141,789.

    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 7,004 shares
    Change vs previous 13F +832 shares

    0.06% of the 13F portfolio, value $1,058,239.

    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 6,172 shares
    Change vs previous 13F +2 shares

    0.05% of the 13F portfolio, value $858,100.

    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 6,170 shares
    Change vs previous 13F -2,458 shares

    0.04% of the 13F portfolio, value $697,964.

    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 8,628 shares
    Change vs previous 13F +302 shares

    0.06% of the 13F portfolio, value $1,029,632.

    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 8,326 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,059,539.

    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).