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McKinley Carter Wealth Services, Inc.: IJH position timeline

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

McKinley Carter Wealth Services, Inc. held 205,971 IJH 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 205,971 shares
    Change vs previous 13F -9,476 shares

    0.82% of the 13F portfolio, value $15,882,445.

    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 215,447 shares
    Change vs previous 13F -76,680 shares

    0.84% of the 13F portfolio, value $14,549,153.

    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 292,127 shares
    Change vs previous 13F -73,441 shares

    1.08% of the 13F portfolio, value $19,280,405.

    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 365,568 shares
    Change vs previous 13F +9,013 shares

    1.25% of the 13F portfolio, value $23,856,952.

    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 356,555 shares
    Change vs previous 13F -4,913 shares

    1.23% of the 13F portfolio, value $22,113,526.

    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 361,468 shares
    Change vs previous 13F +84,081 shares

    1.3% of the 13F portfolio, value $21,091,675.

    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 277,387 shares
    Change vs previous 13F +10,217 shares

    1.06% of the 13F portfolio, value $17,283,973.

    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 267,170 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $16,650,004.

    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).