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McKinley Carter Wealth Services, Inc.: SPEM position timeline

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

McKinley Carter Wealth Services, Inc. held 39,220 SPEM 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 39,220 shares
    Change vs previous 13F -2,844 shares

    0.1% of the 13F portfolio, value $2,030,811.

    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 42,064 shares
    Change vs previous 13F -12,318 shares

    0.11% of the 13F portfolio, value $1,973,214.

    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 54,382 shares
    Change vs previous 13F -16,997 shares

    0.14% of the 13F portfolio, value $2,545,642.

    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 71,379 shares
    Change vs previous 13F -1,971 shares

    0.18% of the 13F portfolio, value $3,341,234.

    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 73,350 shares
    Change vs previous 13F +5,380 shares

    0.17% of the 13F portfolio, value $3,134,977.

    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 67,970 shares
    Change vs previous 13F -13,397 shares

    0.16% of the 13F portfolio, value $2,675,965.

    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 81,367 shares
    Change vs previous 13F -751 shares

    0.19% of the 13F portfolio, value $3,122,061.

    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 82,118 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $3,389,830.

    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).