Skip to content
Disclosery

Conservest Capital Advisors, Inc.: IWB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Conservest Capital Advisors, Inc. on IWB, newest first. How the timeline and the estimate are built.

Conservest Capital Advisors, Inc. held 122,456 IWB shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 122,456 shares
    Change vs previous 13F -7,703 shares

    3.99% of the 13F portfolio, value $50,145,829.

    13F-HR 0001376474-26-000504 filed by Conservest Capital Advisors, 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 130,159 shares
    Change vs previous 13F -4,556 shares

    4.21% of the 13F portfolio, value $46,409,437.

    13F-HR 0001376474-26-000335 filed by Conservest Capital Advisors, 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 134,715 shares
    Change vs previous 13F -3,994 shares

    4.54% of the 13F portfolio, value $50,308,151.

    13F-HR 0001376474-26-000168 filed by Conservest Capital Advisors, 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 138,709 shares
    Change vs previous 13F +286 shares

    4.69% of the 13F portfolio, value $50,695,369.

    13F-HR 0001376474-25-000944 filed by Conservest Capital Advisors, 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 138,423 shares
    Change vs previous 13F -3,126 shares

    4.64% of the 13F portfolio, value $47,004,233.

    13F-HR 0001376474-25-000692 filed by Conservest Capital Advisors, 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 141,549 shares
    Change vs previous 13F -189 shares

    4.56% of the 13F portfolio, value $43,418,824.

    13F-HR 0001376474-25-000427 filed by Conservest Capital Advisors, 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 141,738 shares
    Change vs previous 13F +91 shares

    4.72% of the 13F portfolio, value $45,662,306.

    13F-HR 0001376474-25-000155 filed by Conservest Capital Advisors, 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 141,647 shares
    Change vs previous 13F not available

    4.18% of the 13F portfolio, value $40,798,548.

    13F-HR 0001376474-24-000623 filed by Conservest Capital Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).