Skip to content
Disclosery

McKinley Carter Wealth Services, Inc.: KXI position timeline

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

McKinley Carter Wealth Services, Inc. held 12,998 KXI 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 12,998 shares
    Change vs previous 13F -854 shares

    0.05% of the 13F portfolio, value $877,755.

    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 13,852 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $928,223.

    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 13,852 shares
    Change vs previous 13F -3,370 shares

    0.05% of the 13F portfolio, value $895,532.

    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 17,222 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $1,108,581.

    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 17,222 shares
    Change vs previous 13F -348 shares

    0.06% of the 13F portfolio, value $1,125,975.

    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 17,570 shares
    Change vs previous 13F -1,640 shares

    0.07% of the 13F portfolio, value $1,125,359.

    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 19,210 shares
    Change vs previous 13F -1,970 shares

    0.07% of the 13F portfolio, value $1,158,171.

    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 21,180 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,392,585.

    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).