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McKinley Carter Wealth Services, Inc.: SLYV position timeline

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

McKinley Carter Wealth Services, Inc. held 1,920 SLYV 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 1,920 shares
    Change vs previous 13F +1,920 shares

    0.01% of the 13F portfolio, value $209,492.

    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 ended2025-06-30
    13F 0 shares
    Change vs previous 13F -2,681 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-03-31
    13F 2,681 shares
    Change vs previous 13F -74 shares

    0.01% of the 13F portfolio, value $210,191.

    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).

  4. period ended2024-12-31
    13F 2,755 shares
    Change vs previous 13F -474 shares

    0.01% of the 13F portfolio, value $240,374.

    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).

  5. period ended2024-09-30
    13F 3,229 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $280,342.

    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).