McKinley Carter Wealth Services, Inc.: T position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of McKinley Carter Wealth Services, Inc. on T, newest first. How the timeline and the estimate are built.
McKinley Carter Wealth Services, Inc. held 19,962 T shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 19,962 sharesChange vs previous 13F +2,843 shares
0.02% of the 13F portfolio, value $413,177.
13F-HR 0001484265-26-000003 filed by McKinley Carter Wealth Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 17,119 sharesChange vs previous 13F -2,394 shares
0.03% of the 13F portfolio, value $496,252.
13F-HR 0001484265-26-000002 filed by McKinley Carter Wealth Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 19,513 sharesChange vs previous 13F -475 shares
0.03% of the 13F portfolio, value $484,701.
13F-HR 0001484265-26-000001 filed by McKinley Carter Wealth Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 19,988 sharesChange vs previous 13F +346 shares
0.03% of the 13F portfolio, value $564,452.
13F-HR 0001484265-25-000003 filed by McKinley Carter Wealth Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 19,642 sharesChange vs previous 13F -565 shares
0.03% of the 13F portfolio, value $568,439.
13F-HR 0001085146-25-004115 filed by McKinley Carter Wealth Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 20,207 sharesChange vs previous 13F -97 shares
0.04% of the 13F portfolio, value $571,459.
13F-HR 0001085146-25-002110 filed by McKinley Carter Wealth Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 20,304 sharesChange vs previous 13F -786 shares
0.03% of the 13F portfolio, value $462,325.
13F-HR 0001085146-25-000416 filed by McKinley Carter Wealth Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 21,090 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $463,986.
13F-HR 0001085146-24-004914 filed by McKinley Carter Wealth Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).