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McKinley Carter Wealth Services, Inc.: IXUS position timeline

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

McKinley Carter Wealth Services, Inc. held 189,126 IXUS 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 189,126 shares
    Change vs previous 13F -10,746 shares

    0.93% of the 13F portfolio, value $18,050,161.

    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 199,872 shares
    Change vs previous 13F -7,292 shares

    1% of the 13F portfolio, value $17,316,887.

    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 207,164 shares
    Change vs previous 13F -14,614 shares

    0.98% of the 13F portfolio, value $17,534,338.

    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 221,778 shares
    Change vs previous 13F -98 shares

    0.96% of the 13F portfolio, value $18,314,394.

    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 221,876 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $17,153,262.

    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).