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McKinley Carter Wealth Services, Inc.: IEI position timeline

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

McKinley Carter Wealth Services, Inc. held 119,027 IEI 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 119,027 shares
    Change vs previous 13F +25,922 shares

    0.72% of the 13F portfolio, value $13,979,767.

    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 93,105 shares
    Change vs previous 13F +69,454 shares

    0.64% of the 13F portfolio, value $11,042,270.

    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 23,651 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,822,688.

    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).