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McKinley Carter Wealth Services, Inc.: IAGG position timeline

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

McKinley Carter Wealth Services, Inc. held 21,553 IAGG 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 21,553 shares
    Change vs previous 13F -34,915 shares

    0.06% of the 13F portfolio, value $1,090,577.

    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 56,468 shares
    Change vs previous 13F -253,842 shares

    0.16% of the 13F portfolio, value $2,825,664.

    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 310,310 shares
    Change vs previous 13F -154,925 shares

    0.87% of the 13F portfolio, value $15,518,600.

    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 465,235 shares
    Change vs previous 13F +15,751 shares

    1.25% of the 13F portfolio, value $23,833,990.

    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 449,484 shares
    Change vs previous 13F +17,740 shares

    1.28% of the 13F portfolio, value $22,964,138.

    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 431,744 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $21,582,883.

    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).