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McKinley Carter Wealth Services, Inc.: IJS position timeline

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

McKinley Carter Wealth Services, Inc. held 26,798 IJS 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 26,798 shares
    Change vs previous 13F -203 shares

    0.19% of the 13F portfolio, value $3,662,759.

    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 27,001 shares
    Change vs previous 13F -182 shares

    0.18% of the 13F portfolio, value $3,198,328.

    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 27,183 shares
    Change vs previous 13F -1,424 shares

    0.17% of the 13F portfolio, value $3,091,280.

    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 28,607 shares
    Change vs previous 13F -1,325 shares

    0.17% of the 13F portfolio, value $3,163,623.

    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 29,932 shares
    Change vs previous 13F +3,756 shares

    0.17% of the 13F portfolio, value $2,977,903.

    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 26,176 shares
    Change vs previous 13F -1,671 shares

    0.16% of the 13F portfolio, value $2,551,599.

    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 27,847 shares
    Change vs previous 13F -2,219 shares

    0.19% of the 13F portfolio, value $3,024,418.

    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 30,066 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $3,236,874.

    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).