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McKinley Carter Wealth Services, Inc.: XLV position timeline

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

McKinley Carter Wealth Services, Inc. held 49,914 XLV 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 49,914 shares
    Change vs previous 13F -4,718 shares

    0.41% of the 13F portfolio, value $7,919,413.

    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 54,632 shares
    Change vs previous 13F -70,198 shares

    0.46% of the 13F portfolio, value $8,009,583.

    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 124,830 shares
    Change vs previous 13F -27,326 shares

    1.08% of the 13F portfolio, value $19,323,686.

    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 152,156 shares
    Change vs previous 13F +6,908 shares

    1.11% of the 13F portfolio, value $21,175,491.

    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 145,248 shares
    Change vs previous 13F +20,412 shares

    1.09% of the 13F portfolio, value $19,578,004.

    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 124,836 shares
    Change vs previous 13F +1,125 shares

    1.12% of the 13F portfolio, value $18,227,285.

    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 123,711 shares
    Change vs previous 13F -2,407 shares

    1.04% of the 13F portfolio, value $17,018,967.

    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 126,118 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $19,424,665.

    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).