NATURAL INVESTMENTS, LLC
All 13F Filings
- Location
- Windsor, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 401,812
- Description
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- Website
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- Founded
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- Chairman
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- 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 |
|---|---|---|---|---|---|
| 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 | 391.5 K | 97.4% | 0 | 3.514 K | -3.514 K |
| ETFs | 7.816 K | 1.9% | 2.065 K | 0 | 2.065 K |
| Debt | 2.089 K | 0.5% | 0 | 3 | -3 |
| Other | 406 | 0.1% | 9 | 0 | 9 |
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Fund Snapshot
Q4 2025
Latest filed
1/23/2026
Total value ($000)
401,812
Holdings
280
QoQ value change ($000)
-1,443
(-0.4%)
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.