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Disclosery

Aldebaran Financial Inc.: CRM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aldebaran Financial Inc. on CRM, newest first. How the timeline and the estimate are built.

Aldebaran Financial Inc. held 3,984 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,984 shares
    Change vs previous 13F -99 shares

    0.51% of the 13F portfolio, value $624,123.

    13F-HR 0001062993-26-004246 filed by Aldebaran Financial Inc.
    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 4,083 shares
    Change vs previous 13F +142 shares

    0.72% of the 13F portfolio, value $762,252.

    13F-HR 0001062993-26-002611 filed by Aldebaran Financial Inc.
    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 3,941 shares
    Change vs previous 13F -505 shares

    0.97% of the 13F portfolio, value $1,048,105.

    13F-HR 0001062993-26-000397 filed by Aldebaran Financial Inc.
    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 4,446 shares
    Change vs previous 13F +270 shares

    1.05% of the 13F portfolio, value $1,053,721.

    13F-HR 0001062993-25-016944 filed by Aldebaran Financial Inc.
    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 4,176 shares
    Change vs previous 13F +1 shares

    1.26% of the 13F portfolio, value $1,138,689.

    13F-HR 0001062993-25-014363 filed by Aldebaran Financial Inc.
    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 4,175 shares
    Change vs previous 13F +30 shares

    1.37% of the 13F portfolio, value $1,120,522.

    13F-HR 0001062993-25-008838 filed by Aldebaran Financial Inc.
    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 4,145 shares
    Change vs previous 13F -590 shares

    1.63% of the 13F portfolio, value $1,391,707.

    13F-HR 0001062993-25-002405 filed by Aldebaran Financial Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 4,735 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $1,295,993.

    13F-HR 0001062993-24-019448 filed by Aldebaran Financial Inc.
    Filed (acceptance time not in the bulk data set), ingested

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