NATURAL INVESTMENTS, LLC

Position in LPLA — LPL Financial Holdings Inc.

CIK 1800245 WINDSOR, CA

Position in LPLA

as of Mar 31, 2026 · filed May 1, 2026 Compact

Position Value

$201,856

-$57,806 QoQ

Shares Held

671

-7.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

NATURAL INVESTMENTS, LLC holds $1,165,186 across 3 Capital Markets names.

#	Ticker	Company	Shares	Value (USD)
1	HUT	Hut 8 Corp.	5,100	$588,769
2	MS	Morgan Stanley	1,635	$341,780
3	GS	Goldman Sachs Group Inc	232	$234,637

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$201,856	671	-7.7%	Shares	Sole	2026-05-01
2025-12-31	$259,662	727	+4.8%	Shares	Sole	2026-01-23
2025-09-30	$230,886	694	-0.1%	Shares	Sole	2025-10-10
2025-06-30	$260,604	695	+7.4%	Shares	Sole	2025-07-25
2025-03-31	$211,659	647	-0.6%	Shares	Sole	2025-05-09
2024-12-31	$212,558	651	—	Shares	Sole	2025-02-07
No filing history on record for this holder in this stock.