Skip to content
Disclosery

Aldebaran Financial Inc.: SPY position timeline

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

Aldebaran Financial Inc. held 6,756 SPY 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 6,756 shares
    Change vs previous 13F -711 shares

    4.1% of the 13F portfolio, value $5,045,178.

    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 7,467 shares
    Change vs previous 13F +92 shares

    4.61% of the 13F portfolio, value $4,856,089.

    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 7,375 shares
    Change vs previous 13F -411 shares

    4.69% of the 13F portfolio, value $5,066,699.

    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 7,786 shares
    Change vs previous 13F +148 shares

    5.19% of the 13F portfolio, value $5,186,877.

    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 7,638 shares
    Change vs previous 13F +498 shares

    5.22% of the 13F portfolio, value $4,719,138.

    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 7,140 shares
    Change vs previous 13F -10 shares

    4.88% of the 13F portfolio, value $3,994,045.

    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 7,150 shares
    Change vs previous 13F -1,256 shares

    4.92% of the 13F portfolio, value $4,205,773.

    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 8,406 shares
    Change vs previous 13F not available

    5.97% of the 13F portfolio, value $4,823,027.

    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).