Skip to content
Disclosery

McKinley Carter Wealth Services, Inc.: TXN position timeline

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

McKinley Carter Wealth Services, Inc. held 14,387 TXN 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 14,387 shares
    Change vs previous 13F -443 shares

    0.22% of the 13F portfolio, value $4,288,417.

    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 14,830 shares
    Change vs previous 13F +992 shares

    0.17% of the 13F portfolio, value $2,879,113.

    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 13,838 shares
    Change vs previous 13F -45 shares

    0.13% of the 13F portfolio, value $2,400,795.

    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 13,883 shares
    Change vs previous 13F -440 shares

    0.13% of the 13F portfolio, value $2,550,684.

    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 14,323 shares
    Change vs previous 13F +2,024 shares

    0.17% of the 13F portfolio, value $2,973,838.

    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 12,299 shares
    Change vs previous 13F +277 shares

    0.14% of the 13F portfolio, value $2,210,043.

    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 12,022 shares
    Change vs previous 13F -49 shares

    0.14% of the 13F portfolio, value $2,254,196.

    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 12,071 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,493,574.

    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).