Skip to content
Disclosery

McKinley Carter Wealth Services, Inc.: OEF position timeline

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

McKinley Carter Wealth Services, Inc. held 26,180 OEF 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 26,180 shares
    Change vs previous 13F -911 shares

    0.49% of the 13F portfolio, value $9,578,404.

    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 27,091 shares
    Change vs previous 13F -593 shares

    0.5% of the 13F portfolio, value $8,616,964.

    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 27,684 shares
    Change vs previous 13F -3,879 shares

    0.53% of the 13F portfolio, value $9,494,696.

    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 31,563 shares
    Change vs previous 13F -240 shares

    0.55% of the 13F portfolio, value $10,505,529.

    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 31,803 shares
    Change vs previous 13F +13,145 shares

    0.54% of the 13F portfolio, value $9,679,211.

    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 18,658 shares
    Change vs previous 13F +251 shares

    0.31% of the 13F portfolio, value $5,053,114.

    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 18,407 shares
    Change vs previous 13F -36 shares

    0.33% of the 13F portfolio, value $5,316,798.

    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 18,443 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $5,104,393.

    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).