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Disclosery

NATURAL INVESTMENTS, LLC: OWNS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NATURAL INVESTMENTS, LLC on OWNS, newest first. How the timeline and the estimate are built.

NATURAL INVESTMENTS, LLC held 295,066 OWNS shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 295,066 shares
    Change vs previous 13F +38,657 shares

    1.12% of the 13F portfolio, value $5,097,000.

    13F-HR 0001800245-26-000003 filed by NATURAL INVESTMENTS, 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 256,409 shares
    Change vs previous 13F +91,204 shares

    1.1% of the 13F portfolio, value $4,446,000.

    13F-HR 0001800245-26-000002 filed by NATURAL INVESTMENTS, 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 165,205 shares
    Change vs previous 13F +165,205 shares

    0.72% of the 13F portfolio, value $2,884,000.

    13F-HR 0001800245-26-000001 filed by NATURAL INVESTMENTS, 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 0 shares
    Change vs previous 13F -112,989 shares

    13F-HR 0001800245-25-000002 filed by NATURAL INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-06-30
    13F 112,989 shares
    Change vs previous 13F +23,104 shares

    0.5% of the 13F portfolio, value $1,935,000.

    13F-HR 0001907157-25-000027 filed by NATURAL INVESTMENTS, 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 89,885 shares
    Change vs previous 13F +5,634 shares

    0.44% of the 13F portfolio, value $1,541,000.

    13F-HR 0001842974-25-000006 filed by NATURAL INVESTMENTS, 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 84,251 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,422,000.

    13F-HR 0001800586-25-000004 filed by NATURAL INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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