NATURAL INVESTMENTS, LLC AMAL — AMALGAMATED FINANCIAL CORP

Ownership history in NATURAL INVESTMENTS, LLC  ·  6 quarters on record

AI Ownership Summary

NATURAL INVESTMENTS, LLC reported AMALGAMATED FINANCIAL CORP (AMAL) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.21% in 2026 Q1. The latest visible filing shows AMAL at 0.21% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AMAL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was NATURAL INVESTMENTS, LLC's position in AMALGAMATED FINANCIAL CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

AMAL was reported at 0.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.21% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AMAL stock page NATURAL INVESTMENTS, LLC fund profile NATURAL INVESTMENTS, LLC full holdings
How NATURAL INVESTMENTS, LLC held AMAL — position size vs. price
% of Fund (quarterly)    AMAL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 22,239 -238 -1.1% 0.21% $864 2026-05-01 $41.17
2025 Q4 ADDED — — — 22,477 +2,821 +14.4% 0.18% $719K 2026-01-23 $37.70
2025 Q3 REDUCED 7.1% +22.4% ❌ 19,656 -1,491 -7.1% 0.13% $533K 2025-10-10 $25.87
2025 Q2 ADDED — — — 21,147 +652 +3.2% 0.17% $659K 2025-07-25 $29.51
2025 Q1 REDUCED — — — 20,495 -153 -0.7% 0.17% $589K 2025-05-09 $29.73
2024 Q4 INITIATED — — — 20,648 — — 0.19% $691K 2025-02-07 $34.35

🏢 Other funds also holding AMAL

As of 2026 Q1 — sorted by position size

FIGURE 8 INVESTMENT STRATEGIES LLC 2.51% NIA IMPACT ADVISORS, LLC 3Y 1.67% Harrington Investments, INC 3Y 7Y 1.65% Arjuna Capital 3Y 7Y 0.99% Clean Yield Group 3Y 7Y 0.8% GLOBEFLEX CAPITAL L P 3Y 7Y 0.63% SummerHaven Investment Management, LLC 3Y 0.54% ISTHMUS PARTNERS, LLC 3Y 7Y 0.46% R Squared Ltd 0.28% Abacus Wealth Partners, LLC 0.25%

FAQ About NATURAL INVESTMENTS, LLC and AMAL

These are the practical questions this page is built to answer before you even open the full history table.

How long has NATURAL INVESTMENTS, LLC reported owning AMAL?

NATURAL INVESTMENTS, LLC reported AMAL across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported AMAL position in NATURAL INVESTMENTS, LLC's portfolio?

The largest reported portfolio weight for AMAL was 0.21% in 2026 Q1.

What is the latest reported AMAL position on this page?

The most recent filing on this page is 2026 Q1, when NATURAL INVESTMENTS, LLC reported 22,239 shares, equal to 0.21% of portfolio, with an estimated market value of $864.

What does the chart on this AMAL ownership page compare?

The chart compares NATURAL INVESTMENTS, LLC's quarterly AMAL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did NATURAL INVESTMENTS, LLC time their AMAL position?

Based on 13F filing dates vs. subsequent AMAL price moves, NATURAL INVESTMENTS, LLC correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on AMAL relative to SPY over the holding period was -1.2%.

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