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Disclosery

Aldebaran Financial Inc.: WM position timeline

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

Aldebaran Financial Inc. held 12,627 WM 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 12,627 shares
    Change vs previous 13F +515 shares

    2.29% of the 13F portfolio, value $2,814,253.

    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 12,112 shares
    Change vs previous 13F +440 shares

    2.64% of the 13F portfolio, value $2,783,231.

    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 11,672 shares
    Change vs previous 13F +53 shares

    2.4% of the 13F portfolio, value $2,592,478.

    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 11,619 shares
    Change vs previous 13F +555 shares

    2.57% of the 13F portfolio, value $2,565,871.

    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 11,064 shares
    Change vs previous 13F +165 shares

    2.8% of the 13F portfolio, value $2,531,650.

    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 10,899 shares
    Change vs previous 13F +634 shares

    3.08% of the 13F portfolio, value $2,523,183.

    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 10,265 shares
    Change vs previous 13F -945 shares

    2.43% of the 13F portfolio, value $2,076,229.

    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 11,210 shares
    Change vs previous 13F not available

    2.88% of the 13F portfolio, value $2,327,290.

    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).