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McKinley Carter Wealth Services, Inc.: IGSB position timeline

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

McKinley Carter Wealth Services, Inc. held 14,905 IGSB 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 14,905 shares
    Change vs previous 13F -856 shares

    0.04% of the 13F portfolio, value $781,172.

    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 15,761 shares
    Change vs previous 13F -3,891 shares

    0.05% of the 13F portfolio, value $828,386.

    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 19,652 shares
    Change vs previous 13F -8,603 shares

    0.06% of the 13F portfolio, value $1,039,209.

    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 28,255 shares
    Change vs previous 13F -1,498 shares

    0.08% of the 13F portfolio, value $1,498,347.

    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 29,753 shares
    Change vs previous 13F -2,550 shares

    0.09% of the 13F portfolio, value $1,569,763.

    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 32,303 shares
    Change vs previous 13F -4,780 shares

    0.1% of the 13F portfolio, value $1,691,689.

    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 37,083 shares
    Change vs previous 13F -29,579 shares

    0.12% of the 13F portfolio, value $1,917,194.

    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 66,662 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $3,510,429.

    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).