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Conservest Capital Advisors, Inc.: XLC position timeline

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

Conservest Capital Advisors, Inc. held 100,180 XLC 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 100,180 shares
    Change vs previous 13F +6,669 shares

    0.85% of the 13F portfolio, value $10,732,289.

    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 93,511 shares
    Change vs previous 13F +1,102 shares

    0.94% of the 13F portfolio, value $10,366,600.

    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 92,409 shares
    Change vs previous 13F +1,357 shares

    0.98% of the 13F portfolio, value $10,878,391.

    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 91,052 shares
    Change vs previous 13F +2,017 shares

    1% of the 13F portfolio, value $10,777,879.

    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 89,035 shares
    Change vs previous 13F +5,401 shares

    0.95% of the 13F portfolio, value $9,662,946.

    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 83,634 shares
    Change vs previous 13F +8,464 shares

    0.85% of the 13F portfolio, value $8,066,522.

    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 75,170 shares
    Change vs previous 13F +4,029 shares

    0.75% of the 13F portfolio, value $7,277,168.

    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 71,141 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $5,809,381.

    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).