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Sage Investment Counsel LLC: VBR position timeline

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

Sage Investment Counsel LLC held 3,293 VBR 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 3,293 shares
    Change vs previous 13F +59 shares

    0.8% of the 13F portfolio, value $800,274.

    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 3,234 shares
    Change vs previous 13F +451 shares

    0.78% of the 13F portfolio, value $702,497.

    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 2,783 shares
    Change vs previous 13F -99 shares

    0.65% of the 13F portfolio, value $589,495.

    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 2,882 shares
    Change vs previous 13F -973 shares

    0.67% of the 13F portfolio, value $601,595.

    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 3,855 shares
    Change vs previous 13F -1,927 shares

    0.87% of the 13F portfolio, value $751,786.

    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 5,782 shares
    Change vs previous 13F -564 shares

    1.37% of the 13F portfolio, value $1,077,150.

    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 6,346 shares
    Change vs previous 13F not available

    1.64% of the 13F portfolio, value $1,257,686.

    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).