Conservest Capital Advisors, Inc.: SCHD position timeline

Conservest Capital Advisors, Inc. held 10,330 SCHD 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 10,330 shares

   Change vs previous 13F +95 shares

   0.03% of the 13F portfolio, value $327,565.

   13F-HR 0001376474-26-000504 filed by Conservest Capital Advisors, Inc.
   Filed 2026-07-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 10,235 shares

   Change vs previous 13F -18,100 shares

   0.03% of the 13F portfolio, value $314,010.

   13F-HR 0001376474-26-000335 filed by Conservest Capital Advisors, Inc.
   Filed 2026-05-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 28,335 shares

   Change vs previous 13F +5,552 shares

   0.07% of the 13F portfolio, value $777,230.

   13F-HR 0001376474-26-000168 filed by Conservest Capital Advisors, Inc.
   Filed 2026-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 22,783 shares

   Change vs previous 13F +1,123 shares

   0.06% of the 13F portfolio, value $621,976.

   13F-HR 0001376474-25-000944 filed by Conservest Capital Advisors, Inc.
   Filed 2025-11-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 21,660 shares

   Change vs previous 13F not available

   0.06% of the 13F portfolio, value $573,990.

   13F-HR 0001376474-25-000692 filed by Conservest Capital Advisors, Inc.
   Filed 2025-07-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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