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McKinley Carter Wealth Services, Inc.: VT position timeline

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

McKinley Carter Wealth Services, Inc. held 89,697 VT 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 89,697 shares
    Change vs previous 13F +9,871 shares

    0.73% of the 13F portfolio, value $14,078,021.

    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 79,826 shares
    Change vs previous 13F -176,828 shares

    0.64% of the 13F portfolio, value $11,041,527.

    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 256,654 shares
    Change vs previous 13F -65,508 shares

    2.02% of the 13F portfolio, value $36,203,666.

    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 322,162 shares
    Change vs previous 13F +5,143 shares

    2.33% of the 13F portfolio, value $44,393,930.

    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 317,019 shares
    Change vs previous 13F +31,009 shares

    2.26% of the 13F portfolio, value $40,743,219.

    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 286,010 shares
    Change vs previous 13F +269,693 shares

    2.04% of the 13F portfolio, value $33,162,940.

    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 16,317 shares
    Change vs previous 13F +3,103 shares

    0.12% of the 13F portfolio, value $1,916,927.

    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 13,214 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,581,629.

    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).