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McKinley Carter Wealth Services, Inc.: IWL position timeline

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

McKinley Carter Wealth Services, Inc. held 53,247 IWL 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 53,247 shares
    Change vs previous 13F -4,544 shares

    0.51% of the 13F portfolio, value $9,847,968.

    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 57,791 shares
    Change vs previous 13F -71,470 shares

    0.54% of the 13F portfolio, value $9,274,202.

    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 129,261 shares
    Change vs previous 13F -6,618 shares

    1.23% of the 13F portfolio, value $22,055,835.

    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 135,879 shares
    Change vs previous 13F -71,473 shares

    1.19% of the 13F portfolio, value $22,569,567.

    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 207,352 shares
    Change vs previous 13F -7,798 shares

    1.76% of the 13F portfolio, value $31,749,733.

    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 215,150 shares
    Change vs previous 13F -150,266 shares

    1.82% of the 13F portfolio, value $29,563,779.

    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 365,416 shares
    Change vs previous 13F -11,901 shares

    3.24% of the 13F portfolio, value $52,879,379.

    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 377,317 shares
    Change vs previous 13F not available

    3.2% of the 13F portfolio, value $52,990,421.

    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).