Skip to content
Disclosery

Conservest Capital Advisors, Inc.: XLP position timeline

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

Conservest Capital Advisors, Inc. held 450,415 XLP 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 450,415 shares
    Change vs previous 13F -24,670 shares

    2.98% of the 13F portfolio, value $37,415,989.

    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 475,085 shares
    Change vs previous 13F -152,178 shares

    3.53% of the 13F portfolio, value $38,947,506.

    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 627,263 shares
    Change vs previous 13F -12,304 shares

    4.39% of the 13F portfolio, value $48,725,795.

    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 639,567 shares
    Change vs previous 13F +1,917 shares

    4.64% of the 13F portfolio, value $50,122,853.

    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 637,650 shares
    Change vs previous 13F -8,420 shares

    5.1% of the 13F portfolio, value $51,630,491.

    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 646,070 shares
    Change vs previous 13F +1,734 shares

    5.54% of the 13F portfolio, value $52,764,575.

    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 644,336 shares
    Change vs previous 13F -13,787 shares

    5.23% of the 13F portfolio, value $50,651,247.

    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 658,123 shares
    Change vs previous 13F not available

    5.15% of the 13F portfolio, value $50,254,290.

    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).