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Conservest Capital Advisors, Inc.: PHO position timeline

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

Conservest Capital Advisors, Inc. held 70,056 PHO 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 70,056 shares
    Change vs previous 13F +1,636 shares

    0.38% of the 13F portfolio, value $4,839,495.

    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 68,420 shares
    Change vs previous 13F -865 shares

    0.41% of the 13F portfolio, value $4,574,555.

    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 69,285 shares
    Change vs previous 13F -1,251 shares

    0.44% of the 13F portfolio, value $4,878,298.

    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 70,536 shares
    Change vs previous 13F +60 shares

    0.47% of the 13F portfolio, value $5,086,378.

    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 70,476 shares
    Change vs previous 13F -1,654 shares

    0.49% of the 13F portfolio, value $4,926,956.

    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 72,130 shares
    Change vs previous 13F -518 shares

    0.49% of the 13F portfolio, value $4,653,836.

    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 72,648 shares
    Change vs previous 13F -334 shares

    0.49% of the 13F portfolio, value $4,779,499.

    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 72,982 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $4,858,425.

    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).