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McKinley Carter Wealth Services, Inc.: NGEN position timeline

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

McKinley Carter Wealth Services, Inc. held 32,653 NGEN 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 32,653 shares
    Change vs previous 13F +1,761 shares

    <0.01% of the 13F portfolio, value $67,266.

    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 30,892 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $116,463.

    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).