Skip to content
Disclosery

Conservest Capital Advisors, Inc.: SPY position timeline

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

Conservest Capital Advisors, Inc. held 236,351 SPY 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 236,351 shares
    Change vs previous 13F -3,448 shares

    14.04% of the 13F portfolio, value $176,504,258.

    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 239,799 shares
    Change vs previous 13F -1,377 shares

    14.14% of the 13F portfolio, value $155,954,896.

    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 241,176 shares
    Change vs previous 13F -5,364 shares

    14.83% of the 13F portfolio, value $164,467,229.

    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 246,540 shares
    Change vs previous 13F +1,158 shares

    15.2% of the 13F portfolio, value $164,242,926.

    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 245,382 shares
    Change vs previous 13F -3,197 shares

    14.97% of the 13F portfolio, value $151,611,798.

    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 248,579 shares
    Change vs previous 13F +682 shares

    14.61% of the 13F portfolio, value $139,055,125.

    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 247,897 shares
    Change vs previous 13F -12,412 shares

    15.01% of the 13F portfolio, value $145,290,649.

    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 260,309 shares
    Change vs previous 13F not available

    13.96% of the 13F portfolio, value $136,162,144.

    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).