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McKinley Carter Wealth Services, Inc.: HIMU position timeline

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

McKinley Carter Wealth Services, Inc. held 21,014 HIMU 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 21,014 shares
    Change vs previous 13F +836 shares

    0.05% of the 13F portfolio, value $1,046,518.

    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 20,178 shares
    Change vs previous 13F -1,634 shares

    0.06% of the 13F portfolio, value $968,163.

    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 21,812 shares
    Change vs previous 13F +253 shares

    0.06% of the 13F portfolio, value $1,061,793.

    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 21,559 shares
    Change vs previous 13F +8,012 shares

    0.06% of the 13F portfolio, value $1,060,465.

    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 13,547 shares
    Change vs previous 13F +1,135 shares

    0.04% of the 13F portfolio, value $658,811.

    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 12,412 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $614,767.

    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).