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McKinley Carter Wealth Services, Inc.: MBB position timeline

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

McKinley Carter Wealth Services, Inc. held 208,830 MBB 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 208,830 shares
    Change vs previous 13F +32,615 shares

    1.02% of the 13F portfolio, value $19,738,654.

    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 176,215 shares
    Change vs previous 13F +104,475 shares

    0.97% of the 13F portfolio, value $16,731,575.

    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 71,740 shares
    Change vs previous 13F +22,107 shares

    0.38% of the 13F portfolio, value $6,831,086.

    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 49,633 shares
    Change vs previous 13F -1,041 shares

    0.25% of the 13F portfolio, value $4,722,603.

    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 50,674 shares
    Change vs previous 13F -603 shares

    0.26% of the 13F portfolio, value $4,757,802.

    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 51,277 shares
    Change vs previous 13F -36,425 shares

    0.3% of the 13F portfolio, value $4,808,736.

    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 87,702 shares
    Change vs previous 13F +5,010 shares

    0.49% of the 13F portfolio, value $8,040,518.

    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 82,692 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $7,922,720.

    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).