Skip to content
Disclosery

McKinley Carter Wealth Services, Inc.: MSFT position timeline

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

McKinley Carter Wealth Services, Inc. held 41,349 MSFT 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 41,349 shares
    Change vs previous 13F +1,228 shares

    0.8% of the 13F portfolio, value $15,424,036.

    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 40,121 shares
    Change vs previous 13F -3,250 shares

    0.86% of the 13F portfolio, value $14,851,413.

    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 43,371 shares
    Change vs previous 13F -2,736 shares

    1.17% of the 13F portfolio, value $20,974,915.

    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 46,107 shares
    Change vs previous 13F -768 shares

    1.25% of the 13F portfolio, value $23,881,084.

    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 46,875 shares
    Change vs previous 13F +2,805 shares

    1.3% of the 13F portfolio, value $23,316,079.

    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 44,070 shares
    Change vs previous 13F -210 shares

    1.02% of the 13F portfolio, value $16,543,536.

    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 44,280 shares
    Change vs previous 13F +126 shares

    1.14% of the 13F portfolio, value $18,664,194.

    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 44,154 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $18,999,337.

    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).