NATURAL INVESTMENTS, LLC

All 13F Filings

Location
Windsor, CA
Most recent 13F
Q2 2026
Holdings value ($000)
455,247
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
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 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
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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.