NATURAL INVESTMENTS, LLC
All 13F Filings
- Location
- Windsor, CA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 471,255
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 11/6/2026 | 310 | 471,255 | 13F-HR | NATURAL INVESTMENTS, LLC |
| Q2 2026 | 7/31/2026 | 301 | 455,247 | 13F-HR | NATURAL INVESTMENTS, LLC |
| Q1 2026 | 5/1/2026 | 288 | 405,433 | 13F-HR | NATURAL INVESTMENTS, LLC |
| Q4 2025 | 1/23/2026 | 280 | 401,812 | 13F-HR | NATURAL INVESTMENTS, LLC |
| Q3 2025 | 10/10/2025 | 263 | 403,255 | 13F-HR | NATURAL INVESTMENTS, LLC |
| Q2 2025 | 7/25/2025 | 255 | 386,582 | 13F-HR | NATURAL INVESTMENTS, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 375.1 K | 79.6% | 0 | 2.323 K | -2.323 K |
| ETFs | 85.48 K | 18.1% | 17.15 K | 0 | 17.15 K |
| Debt | 10.34 K | 2.2% | 1.179 K | 0 | 1.179 K |
| Other | 342 | 0.1% | 5 | 0 | 5 |
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Fund Snapshot
Q3 2026
Latest filed
11/6/2026
Total value ($000)
471,255
Holdings
310
QoQ value change ($000)
16,008
(3.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.