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NATURAL INVESTMENTS, LLC: SHG position timeline

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

NATURAL INVESTMENTS, LLC held 3,477 SHG 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 3,477 shares
    Change vs previous 13F -25,470 shares

    0.05% of the 13F portfolio, value $219,000.

    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 28,947 shares
    Change vs previous 13F +73 shares

    0.44% of the 13F portfolio, value $1,775,000.

    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 28,874 shares
    Change vs previous 13F +216 shares

    0.39% of the 13F portfolio, value $1,548,000.

    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 28,658 shares
    Change vs previous 13F -122 shares

    0.36% of the 13F portfolio, value $1,443,000.

    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).

  5. period ended2025-06-30
    13F 28,780 shares
    Change vs previous 13F +1,695 shares

    0.34% of the 13F portfolio, value $1,300,000.

    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 27,085 shares
    Change vs previous 13F -41 shares

    0.25% of the 13F portfolio, value $868,000.

    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 27,126 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $891,000.

    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).