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Sage Investment Counsel LLC: SU position timeline

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

Sage Investment Counsel LLC held 8,400 SU 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 8,400 shares
    Change vs previous 13F -200 shares

    0.45% of the 13F portfolio, value $450,912.

    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 8,600 shares
    Change vs previous 13F +200 shares

    0.63% of the 13F portfolio, value $568,546.

    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 8,400 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $372,624.

    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 8,400 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $351,204.

    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 8,400 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $314,580.

    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 8,400 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $325,248.

    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 8,400 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $299,712.

    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).