Skip to content
Disclosery

McKinley Carter Wealth Services, Inc.: IEFA position timeline

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

McKinley Carter Wealth Services, Inc. held 368,453 IEFA 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 368,453 shares
    Change vs previous 13F -8,216 shares

    1.84% of the 13F portfolio, value $35,585,167.

    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 376,669 shares
    Change vs previous 13F -270,564 shares

    1.97% of the 13F portfolio, value $34,099,866.

    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 647,233 shares
    Change vs previous 13F -204,542 shares

    3.24% of the 13F portfolio, value $57,901,454.

    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 851,775 shares
    Change vs previous 13F -2,010 shares

    3.9% of the 13F portfolio, value $74,368,436.

    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 853,785 shares
    Change vs previous 13F -3,337 shares

    3.96% of the 13F portfolio, value $71,274,000.

    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 857,122 shares
    Change vs previous 13F -37,067 shares

    3.99% of the 13F portfolio, value $64,841,254.

    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 894,189 shares
    Change vs previous 13F +53,884 shares

    3.85% of the 13F portfolio, value $62,843,586.

    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 840,305 shares
    Change vs previous 13F not available

    3.96% of the 13F portfolio, value $65,585,811.

    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).