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McKinley Carter Wealth Services, Inc.: J position timeline

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

McKinley Carter Wealth Services, Inc. held 14,559 J 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 14,559 shares
    Change vs previous 13F -51,028 shares

    0.09% of the 13F portfolio, value $1,834,373.

    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 65,587 shares
    Change vs previous 13F +1,539 shares

    0.48% of the 13F portfolio, value $8,347,891.

    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 64,048 shares
    Change vs previous 13F +465 shares

    0.47% of the 13F portfolio, value $8,483,800.

    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 63,583 shares
    Change vs previous 13F -351 shares

    0.5% of the 13F portfolio, value $9,528,600.

    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 63,934 shares
    Change vs previous 13F +5,375 shares

    0.47% of the 13F portfolio, value $8,404,122.

    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 58,559 shares
    Change vs previous 13F +1,471 shares

    0.44% of the 13F portfolio, value $7,079,207.

    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 57,088 shares
    Change vs previous 13F +2,419 shares

    0.47% of the 13F portfolio, value $7,628,060.

    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 54,669 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $7,156,129.

    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).