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McKinley Carter Wealth Services, Inc.: V position timeline

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

McKinley Carter Wealth Services, Inc. held 5,289 V 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 5,289 shares
    Change vs previous 13F -93 shares

    0.09% of the 13F portfolio, value $1,814,720.

    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 5,382 shares
    Change vs previous 13F -2,013 shares

    0.09% of the 13F portfolio, value $1,626,721.

    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 7,395 shares
    Change vs previous 13F -39 shares

    0.14% of the 13F portfolio, value $2,593,496.

    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 7,434 shares
    Change vs previous 13F +35 shares

    0.13% of the 13F portfolio, value $2,537,740.

    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 7,399 shares
    Change vs previous 13F -365 shares

    0.15% of the 13F portfolio, value $2,626,868.

    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 7,764 shares
    Change vs previous 13F -573 shares

    0.17% of the 13F portfolio, value $2,721,139.

    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 8,337 shares
    Change vs previous 13F -211 shares

    0.16% of the 13F portfolio, value $2,634,943.

    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 8,548 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $2,350,341.

    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).