McKinley Carter Wealth Services, Inc.: LLY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of McKinley Carter Wealth Services, Inc. on LLY, newest first. How the timeline and the estimate are built.
McKinley Carter Wealth Services, Inc. held 11,556 LLY shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 11,556 sharesChange vs previous 13F +5,121 shares
0.72% of the 13F portfolio, value $13,860,424.
13F-HR 0001484265-26-000003 filed by McKinley Carter Wealth Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 6,435 sharesChange vs previous 13F -771 shares
0.34% of the 13F portfolio, value $5,918,575.
13F-HR 0001484265-26-000002 filed by McKinley Carter Wealth Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 7,206 sharesChange vs previous 13F +1,096 shares
0.43% of the 13F portfolio, value $7,744,536.
13F-HR 0001484265-26-000001 filed by McKinley Carter Wealth Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 6,110 sharesChange vs previous 13F -70 shares
0.24% of the 13F portfolio, value $4,662,048.
13F-HR 0001484265-25-000003 filed by McKinley Carter Wealth Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 6,180 sharesChange vs previous 13F -36 shares
0.27% of the 13F portfolio, value $4,817,543.
13F-HR 0001085146-25-004115 filed by McKinley Carter Wealth Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 6,216 sharesChange vs previous 13F -43 shares
0.32% of the 13F portfolio, value $5,133,832.
13F-HR 0001085146-25-002110 filed by McKinley Carter Wealth Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 6,259 sharesChange vs previous 13F +89 shares
0.3% of the 13F portfolio, value $4,831,762.
13F-HR 0001085146-25-000416 filed by McKinley Carter Wealth Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 6,170 sharesChange vs previous 13F not available
0.33% of the 13F portfolio, value $5,465,909.
13F-HR 0001085146-24-004914 filed by McKinley Carter Wealth Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).