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Disclosery

Aldebaran Financial Inc.: SPTM position timeline

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

Aldebaran Financial Inc. held 109,406 SPTM 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 109,406 shares
    Change vs previous 13F +5,053 shares

    8.07% of the 13F portfolio, value $9,932,971.

    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 104,353 shares
    Change vs previous 13F +5,870 shares

    7.84% of the 13F portfolio, value $8,250,132.

    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 98,483 shares
    Change vs previous 13F +12,184 shares

    7.58% of the 13F portfolio, value $8,184,938.

    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 86,299 shares
    Change vs previous 13F +13,285 shares

    6.96% of the 13F portfolio, value $6,959,981.

    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 73,014 shares
    Change vs previous 13F +4,397 shares

    6.05% of the 13F portfolio, value $5,468,018.

    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 68,617 shares
    Change vs previous 13F -1,376 shares

    5.7% of the 13F portfolio, value $4,666,666.

    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 69,993 shares
    Change vs previous 13F +3,078 shares

    5.86% of the 13F portfolio, value $5,017,112.

    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 66,915 shares
    Change vs previous 13F not available

    5.81% of the 13F portfolio, value $4,688,030.

    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).