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Sage Investment Counsel LLC: CB position timeline

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

Sage Investment Counsel LLC held 5,330 CB 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 5,330 shares
    Change vs previous 13F -28 shares

    1.82% of the 13F portfolio, value $1,816,043.

    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 5,358 shares
    Change vs previous 13F +100 shares

    1.94% of the 13F portfolio, value $1,746,452.

    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 5,258 shares
    Change vs previous 13F +2 shares

    1.81% of the 13F portfolio, value $1,641,119.

    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 5,256 shares
    Change vs previous 13F +661 shares

    1.64% of the 13F portfolio, value $1,483,632.

    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 4,595 shares
    Change vs previous 13F +918 shares

    1.54% of the 13F portfolio, value $1,331,316.

    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 3,677 shares
    Change vs previous 13F +1,251 shares

    1.41% of the 13F portfolio, value $1,110,417.

    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 2,426 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $670,304.

    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).