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McKinley Carter Wealth Services, Inc.: SPDW position timeline

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

McKinley Carter Wealth Services, Inc. held 18,206 SPDW 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 18,206 shares
    Change vs previous 13F -1,767 shares

    0.05% of the 13F portfolio, value $917,401.

    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 19,973 shares
    Change vs previous 13F -20,072 shares

    0.05% of the 13F portfolio, value $911,768.

    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 40,045 shares
    Change vs previous 13F -16,717 shares

    0.1% of the 13F portfolio, value $1,778,399.

    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 56,762 shares
    Change vs previous 13F -1,048 shares

    0.13% of the 13F portfolio, value $2,428,851.

    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 57,810 shares
    Change vs previous 13F -694 shares

    0.13% of the 13F portfolio, value $2,340,732.

    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 58,504 shares
    Change vs previous 13F -3,846 shares

    0.13% of the 13F portfolio, value $2,130,116.

    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 62,350 shares
    Change vs previous 13F -3,996 shares

    0.13% of the 13F portfolio, value $2,128,010.

    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 66,346 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,491,946.

    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).