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Goehring & Rozencwajg Associates, LLC: NG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Goehring & Rozencwajg Associates, LLC on NG, newest first. How the timeline and the estimate are built.

Goehring & Rozencwajg Associates, LLC held 710,721 NG shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 710,721 shares
    Change vs previous 13F +17,980 shares

    0.24% of the 13F portfolio, value $4,243,004.

    13F-HR 0001863154-26-000004 filed by Goehring & Rozencwajg Associates, LLC
    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 692,741 shares
    Change vs previous 13F -107,085 shares

    0.33% of the 13F portfolio, value $6,220,814.

    13F-HR 0001863154-26-000003 filed by Goehring & Rozencwajg Associates, LLC
    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 799,826 shares
    Change vs previous 13F -342,663 shares

    0.74% of the 13F portfolio, value $7,454,378.

    13F-HR 0001863154-26-000002 filed by Goehring & Rozencwajg Associates, LLC
    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 1,142,489 shares
    Change vs previous 13F +14,645 shares

    1.21% of the 13F portfolio, value $10,053,908.

    13F-HR 0001863154-25-000004 filed by Goehring & Rozencwajg Associates, LLC
    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 1,127,844 shares
    Change vs previous 13F +748,216 shares

    0.71% of the 13F portfolio, value $4,612,882.

    13F-HR 0001085146-25-004923 filed by Goehring & Rozencwajg Associates, LLC
    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 379,628 shares
    Change vs previous 13F +8,500 shares

    0.24% of the 13F portfolio, value $1,298,328.

    13F-HR 0001085146-25-002412 filed by Goehring & Rozencwajg Associates, LLC
    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 371,128 shares
    Change vs previous 13F +19,712 shares

    0.25% of the 13F portfolio, value $1,228,434.

    13F-HR 0001085146-25-000524 filed by Goehring & Rozencwajg Associates, LLC
    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 351,416 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,440,806.

    13F-HR 0001085146-24-005658 filed by Goehring & Rozencwajg Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).