Position in UL
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$2,278,187
+$120,677 QoQ
Shares Held
37,894
+0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#316
of 1,174 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026NATURAL INVESTMENTS, LLC holds $6,943,796 across 5 Household & Personal Products names. UL ranks #2 (32.8% of the industry book) .
All Filings in UL
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,278,187 | 37,894 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $2,157,510 | 37,871 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,366,237 | 36,181 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,353,951 | 39,709 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $2,413,338 | 39,453 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,453,995 | 41,209 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,690,757 | 47,456 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||