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McKinley Carter Wealth Services, Inc.: USIG position timeline

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

McKinley Carter Wealth Services, Inc. held 399,288 USIG 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 399,288 shares
    Change vs previous 13F +41,055 shares

    1.06% of the 13F portfolio, value $20,479,484.

    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 358,233 shares
    Change vs previous 13F +62,264 shares

    1.06% of the 13F portfolio, value $18,352,278.

    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 295,969 shares
    Change vs previous 13F -39,907 shares

    0.86% of the 13F portfolio, value $15,322,291.

    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 335,876 shares
    Change vs previous 13F +18,593 shares

    0.92% of the 13F portfolio, value $17,539,468.

    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 317,283 shares
    Change vs previous 13F +8,166 shares

    0.91% of the 13F portfolio, value $16,321,048.

    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 309,117 shares
    Change vs previous 13F +111,691 shares

    0.97% of the 13F portfolio, value $15,789,709.

    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 197,426 shares
    Change vs previous 13F +11,047 shares

    0.61% of the 13F portfolio, value $9,926,597.

    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 186,379 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $9,799,819.

    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).