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Disclosery

Aldebaran Financial Inc.: SPYM position timeline

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

Aldebaran Financial Inc. held 79,686 SPYM 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 79,686 shares
    Change vs previous 13F +10,975 shares

    5.69% of the 13F portfolio, value $7,002,794.

    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 68,711 shares
    Change vs previous 13F +3,473 shares

    4.99% of the 13F portfolio, value $5,259,137.

    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 65,238 shares
    Change vs previous 13F +12,076 shares

    4.88% of the 13F portfolio, value $5,272,570.

    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 53,162 shares
    Change vs previous 13F +8,202 shares

    4.17% of the 13F portfolio, value $4,164,728.

    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 44,960 shares
    Change vs previous 13F +901 shares

    3.62% of the 13F portfolio, value $3,268,132.

    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 44,059 shares
    Change vs previous 13F +2,031 shares

    3.54% of the 13F portfolio, value $2,897,301.

    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 42,028 shares
    Change vs previous 13F +3,873 shares

    3.4% of the 13F portfolio, value $2,908,349.

    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 38,155 shares
    Change vs previous 13F not available

    3.19% of the 13F portfolio, value $2,575,856.

    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).