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CIK 0001484265 • 7 13F filings • Apr 15, 2025 – Oct 16, 2026
Import this data to Google Sheets with:
=jivedata("mckinley-carter-wealth-services-inc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0001484265-25-000003 |
| $1.91B |
| View |
| Jul 28, 2026 | Q2 2026 | 13F-HR | 0001484265-26-000003 | $1.94B | View |
| Jul 24, 2025 | Q2 2025 | 13F-HR | 0001085146-25-004115 | $1.80B | View |
| Apr 20, 2026 | Q1 2026 | 13F-HR | 0001484265-26-000002 | $1.73B | View |
| Apr 15, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002110 | $1.63B | View |