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Conservest Capital Advisors, Inc.: XLK position timeline

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

Conservest Capital Advisors, Inc. held 872,595 XLK 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 872,595 shares
    Change vs previous 13F -33,527 shares

    13.22% of the 13F portfolio, value $166,246,825.

    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 906,122 shares
    Change vs previous 13F -15,345 shares

    10.92% of the 13F portfolio, value $120,423,678.

    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 921,467 shares
    Change vs previous 13F +449,741 shares

    11.97% of the 13F portfolio, value $132,663,625.

    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 471,726 shares
    Change vs previous 13F -1,203 shares

    12.3% of the 13F portfolio, value $132,960,593.

    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 472,929 shares
    Change vs previous 13F -11,070 shares

    11.83% of the 13F portfolio, value $119,759,735.

    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 483,999 shares
    Change vs previous 13F -6,521 shares

    10.5% of the 13F portfolio, value $99,936,097.

    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 490,520 shares
    Change vs previous 13F -31,767 shares

    11.78% of the 13F portfolio, value $114,055,648.

    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 522,287 shares
    Change vs previous 13F not available

    11.15% of the 13F portfolio, value $108,776,791.

    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).