McKinley Carter Wealth Services, Inc.: ISCF position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of McKinley Carter Wealth Services, Inc. on ISCF, newest first. How the timeline and the estimate are built.
McKinley Carter Wealth Services, Inc. held 4,753 ISCF shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 4,753 sharesChange vs previous 13F +4,753 shares
0.01% of the 13F portfolio, value $205,748.
13F-HR 0001484265-26-000003 filed by McKinley Carter Wealth Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 0 sharesChange vs previous 13F -6,994 shares
13F-HR 0001085146-25-004115 filed by McKinley Carter Wealth Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-03-3113F 6,994 sharesChange vs previous 13F -5,275 shares
0.01% of the 13F portfolio, value $235,568.
13F-HR 0001085146-25-002110 filed by McKinley Carter Wealth Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 12,269 sharesChange vs previous 13F -17,084 shares
0.02% of the 13F portfolio, value $396,055.
13F-HR 0001085146-25-000416 filed by McKinley Carter Wealth Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 29,353 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $1,034,684.
13F-HR 0001085146-24-004914 filed by McKinley Carter Wealth Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).