Skip to content
Disclosery

Conservest Capital Advisors, Inc.: XBI position timeline

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

Conservest Capital Advisors, Inc. held 27,770 XBI 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 27,770 shares
    Change vs previous 13F -3,483 shares

    0.35% of the 13F portfolio, value $4,394,593.

    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 31,253 shares
    Change vs previous 13F +1,139 shares

    0.36% of the 13F portfolio, value $3,992,000.

    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 30,114 shares
    Change vs previous 13F +972 shares

    0.33% of the 13F portfolio, value $3,671,789.

    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 29,142 shares
    Change vs previous 13F +478 shares

    0.27% of the 13F portfolio, value $2,919,997.

    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 28,664 shares
    Change vs previous 13F -2,910 shares

    0.23% of the 13F portfolio, value $2,377,118.

    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 31,574 shares
    Change vs previous 13F -589 shares

    0.27% of the 13F portfolio, value $2,560,641.

    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 32,163 shares
    Change vs previous 13F -8,650 shares

    0.3% of the 13F portfolio, value $2,896,578.

    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 40,813 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $3,872,748.

    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).