Skip to content
Disclosery

McKinley Carter Wealth Services, Inc.: XCEM position timeline

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

McKinley Carter Wealth Services, Inc. held 197,491 XCEM 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 197,491 shares
    Change vs previous 13F +2,786 shares

    0.54% of the 13F portfolio, value $10,443,331.

    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 194,705 shares
    Change vs previous 13F -22,928 shares

    0.46% of the 13F portfolio, value $7,945,916.

    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 217,633 shares
    Change vs previous 13F -12,810 shares

    0.47% of the 13F portfolio, value $8,348,417.

    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 230,443 shares
    Change vs previous 13F -2,915 shares

    0.44% of the 13F portfolio, value $8,372,012.

    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 233,358 shares
    Change vs previous 13F +123,574 shares

    0.44% of the 13F portfolio, value $7,976,193.

    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 109,784 shares
    Change vs previous 13F -41,413 shares

    0.2% of the 13F portfolio, value $3,242,485.

    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 151,197 shares
    Change vs previous 13F +18,389 shares

    0.27% of the 13F portfolio, value $4,475,427.

    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 132,808 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $4,338,847.

    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).