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Conservest Capital Advisors, Inc.: IYW position timeline

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

Conservest Capital Advisors, Inc. held 13,284 IYW 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 13,284 shares
    Change vs previous 13F -201 shares

    0.27% of the 13F portfolio, value $3,350,689.

    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 13,485 shares
    Change vs previous 13F -11 shares

    0.22% of the 13F portfolio, value $2,446,446.

    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 13,496 shares
    Change vs previous 13F -1,169 shares

    0.24% of the 13F portfolio, value $2,694,814.

    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 14,665 shares
    Change vs previous 13F -178 shares

    0.27% of the 13F portfolio, value $2,872,334.

    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 14,843 shares
    Change vs previous 13F -550 shares

    0.25% of the 13F portfolio, value $2,571,761.

    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 15,393 shares
    Change vs previous 13F -419 shares

    0.23% of the 13F portfolio, value $2,161,754.

    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 15,812 shares
    Change vs previous 13F -343 shares

    0.26% of the 13F portfolio, value $2,522,286.

    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 16,155 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $2,181,864.

    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).