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McKinley Carter Wealth Services, Inc.: XLE position timeline

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

McKinley Carter Wealth Services, Inc. held 64,338 XLE 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 64,338 shares
    Change vs previous 13F -2,730 shares

    0.18% of the 13F portfolio, value $3,416,995.

    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 67,068 shares
    Change vs previous 13F -113,295 shares

    0.24% of the 13F portfolio, value $4,108,586.

    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 180,363 shares
    Change vs previous 13F +66,774 shares

    0.45% of the 13F portfolio, value $8,064,009.

    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 113,589 shares
    Change vs previous 13F +1,436 shares

    0.53% of the 13F portfolio, value $10,148,037.

    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 112,153 shares
    Change vs previous 13F +29,803 shares

    0.53% of the 13F portfolio, value $9,511,708.

    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 82,350 shares
    Change vs previous 13F +4,255 shares

    0.47% of the 13F portfolio, value $7,695,613.

    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 78,095 shares
    Change vs previous 13F +9,458 shares

    0.41% of the 13F portfolio, value $6,689,632.

    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 68,637 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $6,026,336.

    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).