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McKinley Carter Wealth Services, Inc.: QQQJ position timeline

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

McKinley Carter Wealth Services, Inc. held 34,251 QQQJ 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 34,251 shares
    Change vs previous 13F +6,776 shares

    0.08% of the 13F portfolio, value $1,556,353.

    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 27,475 shares
    Change vs previous 13F -3,109 shares

    0.06% of the 13F portfolio, value $994,883.

    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 30,584 shares
    Change vs previous 13F -481 shares

    0.06% of the 13F portfolio, value $1,127,003.

    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 31,065 shares
    Change vs previous 13F -21 shares

    0.06% of the 13F portfolio, value $1,111,806.

    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 31,086 shares
    Change vs previous 13F -398 shares

    0.06% of the 13F portfolio, value $994,141.

    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 31,484 shares
    Change vs previous 13F -237 shares

    0.06% of the 13F portfolio, value $913,344.

    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 31,721 shares
    Change vs previous 13F -5,198 shares

    0.06% of the 13F portfolio, value $979,560.

    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 36,919 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,121,233.

    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).