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Sage Investment Counsel LLC: AVAL position timeline

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

Sage Investment Counsel LLC held 60,955 AVAL 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 60,955 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $306,604.

    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 60,955 shares
    Change vs previous 13F +26,955 shares

    0.3% of the 13F portfolio, value $268,202.

    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 34,000 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $137,700.

    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 34,000 shares
    Change vs previous 13F +5,000 shares

    0.12% of the 13F portfolio, value $112,200.

    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).

  5. period ended2025-06-30
    13F 29,000 shares
    Change vs previous 13F +9,000 shares

    0.09% of the 13F portfolio, value $81,490.

    13F-HR 0001085146-25-004032 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).

  6. period ended2025-03-31
    13F 20,000 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $54,600.

    13F-HR 0001085146-25-002268 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).

  7. period ended2024-12-31
    13F 20,000 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $40,600.

    13F-HR 0001085146-25-000817 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).