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McKinley Carter Wealth Services, Inc.: IEMG position timeline

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

McKinley Carter Wealth Services, Inc. held 182,138 IEMG 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 182,138 shares
    Change vs previous 13F -3,921 shares

    0.78% of the 13F portfolio, value $15,088,287.

    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 186,059 shares
    Change vs previous 13F -142,918 shares

    0.75% of the 13F portfolio, value $12,977,611.

    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 328,977 shares
    Change vs previous 13F -103,827 shares

    1.24% of the 13F portfolio, value $22,113,819.

    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 432,804 shares
    Change vs previous 13F +6,484 shares

    1.5% of the 13F portfolio, value $28,530,473.

    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 426,320 shares
    Change vs previous 13F -5,453 shares

    1.42% of the 13F portfolio, value $25,591,966.

    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 431,773 shares
    Change vs previous 13F +33,300 shares

    1.43% of the 13F portfolio, value $23,302,784.

    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 398,473 shares
    Change vs previous 13F +17,390 shares

    1.27% of the 13F portfolio, value $20,808,272.

    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 381,083 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $21,877,980.

    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).