NATURAL INVESTMENTS, LLC
All 13F Filings
- Location
- Windsor, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 455,247
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 377.4 K | 82.9% | 30.82 K | 0 | 30.82 K |
| ETFs | 68.33 K | 15.0% | 17.53 K | 0 | 17.53 K |
| Debt | 9.16 K | 2.0% | 1.482 K | 0 | 1.482 K |
| Other | 337 | 0.1% | 0 | 17 | -17 |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/31/2026
Total value ($000)
455,247
Holdings
301
QoQ value change ($000)
49,814
(12.3%)
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.