NATR β€” NATURES SUNSHINE PRODS INC

Ownership history in Williams & Novak, LLC  Β·  7 quarters on record

AI Ownership Summary

Williams & Novak, LLC reported NATURES SUNSHINE PRODS INC (NATR) in 7 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.23% in 2024 Q1. The latest visible filing shows NATR at 0.15% 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 NATR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Williams & Novak, LLC's position in NATURES SUNSHINE PRODS INC, 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
2025 Q4

NATR was reported at 0.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.23% in 2024 Q1

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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.

How Williams & Novak, LLC held NATR β€” position size vs. price
% of Fund (quarterly)    NATR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 9,350 -1,125 -10.7% 0.15% $202K 2026-02-14 (Est.) $26.91
2025 Q3 REDUCED 10,475 -30 -0.3% 0.13% $163K 2025-10-30 $13.14
2025 Q2 REDUCED 10,505 -245 -2.3% 0.13% $155K 2025-07-24 $14.87
2024 Q3 ADDED 10,750 +150 +1.4% 0.14% $146K 2024-10-07 $13.16
2024 Q2 REDUCED 10,600 -1,000 -8.6% 0.15% $160K 2024-07-12 $15.02
2024 Q1 UNCHANGED 11,600 β€” 0% 0.23% $201K 2024-04-16 $18.91
2023 Q4 INITIATED 11,600 β€” β€” 0.23% $201K 2024-01-26 $18.25

🏒 Other funds also holding NATR

As of 2026 Q1 β€” sorted by position size

GAMMA Investing LLC 0.0%

FAQ About Williams & Novak, LLC and NATR

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

How long has Williams & Novak, LLC reported owning NATR?

Williams & Novak, LLC reported NATR across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported NATR position in Williams & Novak, LLC's portfolio?

The largest reported portfolio weight for NATR was 0.23% in 2024 Q1.

What is the latest reported NATR position on this page?

The most recent filing on this page is 2025 Q4, when Williams & Novak, LLC reported 9,350 shares, equal to 0.15% of portfolio, with an estimated market value of $202K.

What does the chart on this NATR ownership page compare?

The chart compares Williams & Novak, LLC's quarterly NATR 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.

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