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Disclosery

Aldebaran Financial Inc.: JPM position timeline

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

Aldebaran Financial Inc. held 12,351 JPM 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 12,351 shares
    Change vs previous 13F +367 shares

    3.28% of the 13F portfolio, value $4,042,775.

    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 11,984 shares
    Change vs previous 13F +154 shares

    3.35% of the 13F portfolio, value $3,525,233.

    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 11,830 shares
    Change vs previous 13F +202 shares

    3.54% of the 13F portfolio, value $3,826,171.

    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 11,628 shares
    Change vs previous 13F +131 shares

    3.67% of the 13F portfolio, value $3,667,716.

    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 11,497 shares
    Change vs previous 13F +320 shares

    3.69% of the 13F portfolio, value $3,333,115.

    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 11,177 shares
    Change vs previous 13F +70 shares

    3.35% of the 13F portfolio, value $2,741,687.

    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 11,107 shares
    Change vs previous 13F +86 shares

    3.11% of the 13F portfolio, value $2,658,174.

    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 11,021 shares
    Change vs previous 13F not available

    2.88% of the 13F portfolio, value $2,323,885.

    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).