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Conservest Capital Advisors, Inc.: XLV position timeline

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

Conservest Capital Advisors, Inc. held 468,151 XLV 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 468,151 shares
    Change vs previous 13F -3,386 shares

    5.91% of the 13F portfolio, value $74,276,897.

    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 471,537 shares
    Change vs previous 13F -5,684 shares

    6.27% of the 13F portfolio, value $69,132,074.

    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 477,221 shares
    Change vs previous 13F -6,564 shares

    6.66% of the 13F portfolio, value $73,873,829.

    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 483,785 shares
    Change vs previous 13F -6,906 shares

    6.23% of the 13F portfolio, value $67,328,426.

    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 490,691 shares
    Change vs previous 13F -13,487 shares

    6.53% of the 13F portfolio, value $66,140,303.

    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 504,178 shares
    Change vs previous 13F -8,403 shares

    7.73% of the 13F portfolio, value $73,615,024.

    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 512,581 shares
    Change vs previous 13F -34,239 shares

    7.28% of the 13F portfolio, value $70,515,834.

    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 546,820 shares
    Change vs previous 13F not available

    8.28% of the 13F portfolio, value $80,781,772.

    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).