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NATURAL INVESTMENTS, LLC: UPS position timeline

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

NATURAL INVESTMENTS, LLC held 25,520 UPS 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 25,520 shares
    Change vs previous 13F -859 shares

    0.6% of the 13F portfolio, value $2,743,000.

    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 26,379 shares
    Change vs previous 13F +282 shares

    0.64% of the 13F portfolio, value $2,595,000.

    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 26,097 shares
    Change vs previous 13F +212 shares

    0.64% of the 13F portfolio, value $2,588,000.

    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 25,885 shares
    Change vs previous 13F -129 shares

    0.54% of the 13F portfolio, value $2,162,000.

    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 26,014 shares
    Change vs previous 13F +978 shares

    0.68% of the 13F portfolio, value $2,625,000.

    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 25,036 shares
    Change vs previous 13F -359 shares

    0.78% of the 13F portfolio, value $2,753,000.

    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 25,395 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $3,202,000.

    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).