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McKinley Carter Wealth Services, Inc.: RL position timeline

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

McKinley Carter Wealth Services, Inc. held 22,152 RL 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 22,152 shares
    Change vs previous 13F +762 shares

    0.46% of the 13F portfolio, value $8,892,031.

    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 21,390 shares
    Change vs previous 13F +2,336 shares

    0.42% of the 13F portfolio, value $7,357,868.

    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 19,054 shares
    Change vs previous 13F +16,533 shares

    0.38% of the 13F portfolio, value $6,737,753.

    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 2,521 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $790,485.

    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).