Current Market Value 386,582
Current Holdings 255
Most Recent File Date 2025-07-25
Total Filings on Record 15
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Natural Investments, Llc . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-25 2025-06-30 13F-HR 255 387
2025-05-09 2025-03-31 13F-HR 246 353
2025-02-07 2024-12-31 13F-HR 246 361
2023-02-13 2022-12-31 13F-HR 1 0
2022-11-04 2022-09-30 13F-HR 1 80,378
2022-07-22 2022-06-30 13F-HR 1 100,115
2022-05-04 2022-03-31 13F-HR 1 121,010
2022-02-03 2021-12-31 13F-HR 2 235,386
2021-11-01 2021-09-30 13F-HR 3 397,423
2021-07-09 2021-06-30 13F-HR 3 489,081
2021-04-12 2021-03-31 13F-HR 3 509,322
2021-02-02 2020-12-31 13F-HR 3 489,545
2020-10-30 2020-09-30 13F-HR 2 309,537
2020-07-28 2020-06-30 13F-HR 2 322,394
2020-04-08 2020-03-31 13F-HR 2 319,254