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Conservest Capital Advisors, Inc.: VNQ position timeline

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

Conservest Capital Advisors, Inc. held 182,572 VNQ 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 182,572 shares
    Change vs previous 13F -15,555 shares

    1.4% of the 13F portfolio, value $17,605,375.

    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 198,127 shares
    Change vs previous 13F -117,664 shares

    1.59% of the 13F portfolio, value $17,573,834.

    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 315,791 shares
    Change vs previous 13F -6,507 shares

    2.52% of the 13F portfolio, value $27,944,348.

    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 322,298 shares
    Change vs previous 13F -3,551 shares

    2.73% of the 13F portfolio, value $29,464,456.

    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 325,849 shares
    Change vs previous 13F +63,065 shares

    2.87% of the 13F portfolio, value $29,020,083.

    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 262,784 shares
    Change vs previous 13F +2,246 shares

    2.5% of the 13F portfolio, value $23,792,482.

    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 260,538 shares
    Change vs previous 13F -23,787 shares

    2.4% of the 13F portfolio, value $23,208,716.

    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 284,325 shares
    Change vs previous 13F not available

    2.52% of the 13F portfolio, value $24,588,447.

    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).