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Disclosery

Sage Investment Counsel LLC: AUNA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sage Investment Counsel LLC on AUNA, newest first. How the timeline and the estimate are built.

Sage Investment Counsel LLC held 42,000 AUNA shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,000 shares
    Change vs previous 13F +15,000 shares

    0.22% of the 13F portfolio, value $215,460.

    13F-HR 0002055178-26-000003 filed by Sage Investment Counsel LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 27,000 shares
    Change vs previous 13F +11,000 shares

    0.17% of the 13F portfolio, value $148,770.

    13F-HR 0002055178-26-000002 filed by Sage Investment Counsel LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 16,000 shares
    Change vs previous 13F +6,000 shares

    0.09% of the 13F portfolio, value $78,720.

    13F-HR 0002055178-26-000001 filed by Sage Investment Counsel LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 10,000 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $67,200.

    13F-HR 0002055178-25-000002 filed by Sage Investment Counsel LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).