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Conservest Capital Advisors, Inc.: XLRE position timeline

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

Conservest Capital Advisors, Inc. held 14,259 XLRE 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 14,259 shares
    Change vs previous 13F +64 shares

    0.05% of the 13F portfolio, value $627,835.

    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 14,195 shares
    Change vs previous 13F -12,551 shares

    0.05% of the 13F portfolio, value $579,571.

    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 26,746 shares
    Change vs previous 13F +14,736 shares

    0.1% of the 13F portfolio, value $1,079,190.

    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 12,010 shares
    Change vs previous 13F +1,258 shares

    0.05% of the 13F portfolio, value $505,982.

    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 10,752 shares
    Change vs previous 13F +4,767 shares

    0.04% of the 13F portfolio, value $445,359.

    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 5,985 shares
    Change vs previous 13F +25 shares

    0.03% of the 13F portfolio, value $250,481.

    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 5,960 shares
    Change vs previous 13F -4,881 shares

    0.03% of the 13F portfolio, value $242,399.

    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 10,841 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $428,548.

    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).