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McKinley Carter Wealth Services, Inc.: MUNI position timeline

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

McKinley Carter Wealth Services, Inc. held 81,392 MUNI 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 81,392 shares
    Change vs previous 13F -1,066 shares

    0.22% of the 13F portfolio, value $4,281,240.

    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 82,458 shares
    Change vs previous 13F -3,219 shares

    0.25% of the 13F portfolio, value $4,303,462.

    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 85,677 shares
    Change vs previous 13F +3,399 shares

    0.25% of the 13F portfolio, value $4,490,320.

    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 82,278 shares
    Change vs previous 13F +1,294 shares

    0.23% of the 13F portfolio, value $4,301,499.

    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 80,984 shares
    Change vs previous 13F +8,403 shares

    0.23% of the 13F portfolio, value $4,159,337.

    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 72,581 shares
    Change vs previous 13F -138,250 shares

    0.23% of the 13F portfolio, value $3,741,575.

    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 210,831 shares
    Change vs previous 13F -44,378 shares

    0.67% of the 13F portfolio, value $10,906,291.

    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 255,209 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $13,520,948.

    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).