Skip to content
Disclosery

McKinley Carter Wealth Services, Inc.: VEU position timeline

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

McKinley Carter Wealth Services, Inc. held 64,553 VEU 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 64,553 shares
    Change vs previous 13F -6,403 shares

    0.28% of the 13F portfolio, value $5,406,273.

    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 70,956 shares
    Change vs previous 13F -11,517 shares

    0.31% of the 13F portfolio, value $5,328,822.

    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 82,473 shares
    Change vs previous 13F -7,313 shares

    0.34% of the 13F portfolio, value $6,066,700.

    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 89,786 shares
    Change vs previous 13F -947 shares

    0.34% of the 13F portfolio, value $6,408,033.

    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 90,733 shares
    Change vs previous 13F +8,642 shares

    0.34% of the 13F portfolio, value $6,099,077.

    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 82,091 shares
    Change vs previous 13F -10,065 shares

    0.31% of the 13F portfolio, value $4,979,627.

    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 92,156 shares
    Change vs previous 13F +10,782 shares

    0.32% of the 13F portfolio, value $5,290,656.

    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 81,374 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $5,126,532.

    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).