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McKinley Carter Wealth Services, Inc.: XLF position timeline

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

McKinley Carter Wealth Services, Inc. held 166,038 XLF 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 166,038 shares
    Change vs previous 13F -7,659 shares

    0.46% of the 13F portfolio, value $8,901,323.

    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 173,697 shares
    Change vs previous 13F -168,762 shares

    0.5% of the 13F portfolio, value $8,575,437.

    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 342,459 shares
    Change vs previous 13F -71,968 shares

    1.05% of the 13F portfolio, value $18,756,498.

    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 414,427 shares
    Change vs previous 13F -7,433 shares

    1.17% of the 13F portfolio, value $22,325,159.

    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 421,860 shares
    Change vs previous 13F -96,090 shares

    1.23% of the 13F portfolio, value $22,092,819.

    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 517,950 shares
    Change vs previous 13F +34,007 shares

    1.59% of the 13F portfolio, value $25,799,103.

    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 483,943 shares
    Change vs previous 13F +72,487 shares

    1.43% of the 13F portfolio, value $23,388,985.

    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 411,456 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $18,647,197.

    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).