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McKinley Carter Wealth Services, Inc.: USHY position timeline

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

McKinley Carter Wealth Services, Inc. held 22,762 USHY 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 22,762 shares
    Change vs previous 13F -313 shares

    0.04% of the 13F portfolio, value $842,637.

    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 23,075 shares
    Change vs previous 13F -1,985 shares

    0.05% of the 13F portfolio, value $850,101.

    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 25,060 shares
    Change vs previous 13F -2,207 shares

    0.05% of the 13F portfolio, value $937,118.

    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 27,267 shares
    Change vs previous 13F +117 shares

    0.05% of the 13F portfolio, value $1,030,166.

    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 27,150 shares
    Change vs previous 13F -2,121 shares

    0.06% of the 13F portfolio, value $1,018,391.

    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 29,271 shares
    Change vs previous 13F -92,664 shares

    0.07% of the 13F portfolio, value $1,077,471.

    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 121,935 shares
    Change vs previous 13F +4,855 shares

    0.27% of the 13F portfolio, value $4,485,987.

    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 117,080 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $4,408,057.

    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).