Skip to content
Disclosery

McKinley Carter Wealth Services, Inc.: WMT position timeline

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

McKinley Carter Wealth Services, Inc. held 9,575 WMT 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 9,575 shares
    Change vs previous 13F +143 shares

    0.06% of the 13F portfolio, value $1,084,482.

    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 9,432 shares
    Change vs previous 13F -5,374 shares

    0.07% of the 13F portfolio, value $1,172,170.

    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 14,806 shares
    Change vs previous 13F +213 shares

    0.09% of the 13F portfolio, value $1,649,512.

    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 14,593 shares
    Change vs previous 13F -125 shares

    0.08% of the 13F portfolio, value $1,503,932.

    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 14,718 shares
    Change vs previous 13F +11 shares

    0.08% of the 13F portfolio, value $1,439,144.

    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 14,707 shares
    Change vs previous 13F -1,254 shares

    0.08% of the 13F portfolio, value $1,291,119.

    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 15,961 shares
    Change vs previous 13F -242 shares

    0.09% of the 13F portfolio, value $1,442,108.

    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 16,203 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,308,420.

    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).