Skip to content
Disclosery

McKinley Carter Wealth Services, Inc.: IVV position timeline

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

McKinley Carter Wealth Services, Inc. held 171,795 IVV 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 171,795 shares
    Change vs previous 13F +4,161 shares

    6.64% of the 13F portfolio, value $128,655,293.

    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 167,634 shares
    Change vs previous 13F +22,656 shares

    6.32% of the 13F portfolio, value $109,499,983.

    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 144,978 shares
    Change vs previous 13F -22,319 shares

    5.55% of the 13F portfolio, value $99,300,971.

    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 167,297 shares
    Change vs previous 13F +965 shares

    5.88% of the 13F portfolio, value $111,972,174.

    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 166,332 shares
    Change vs previous 13F -1,274 shares

    5.74% of the 13F portfolio, value $103,275,522.

    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 167,606 shares
    Change vs previous 13F -15,538 shares

    5.8% of the 13F portfolio, value $94,177,807.

    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 183,144 shares
    Change vs previous 13F +3,321 shares

    6.6% of the 13F portfolio, value $107,813,187.

    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 179,823 shares
    Change vs previous 13F not available

    6.27% of the 13F portfolio, value $103,725,643.

    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).