Aldebaran Financial Inc.
All 13F Filings
- Location
- Kingsport, TN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 123,160
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/13/2026 | 82 | 123,160 | 13F-HR | Aldebaran Financial Inc. |
| Q1 2026 | 5/14/2026 | 76 | 105,288 | 13F-HR | Aldebaran Financial Inc. |
| Q4 2025 | 1/23/2026 | 77 | 108,051 | 13F-HR | Aldebaran Financial Inc. |
| Q3 2025 | 11/19/2025 | 77 | 99,957 | 13F-HR | Aldebaran Financial Inc. |
| Q2 2025 | 8/14/2025 | 73 | 90,358 | 13F-HR | Aldebaran Financial Inc. |
| Q1 2014 | 5/16/2014 | 114 | 114,476 | 13F-HR/A - RESTATEMENT | Aldebaran Financial Inc. |
| Q1 2014 | 5/15/2014 | 113 | 114 | 13F-HR | Aldebaran Financial Inc. |
| Q4 2013 | 2/13/2014 | 115 | 105,171 | 13F-HR | Aldebaran Financial Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 86.52 K | 70.2% | 11.32 K | 0 | 11.32 K |
| ETFs | 36.65 K | 29.8% | 6.55 K | 0 | 6.55 K |
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Fund Snapshot
Q2 2026
Latest filed
8/13/2026
Total value ($000)
123,160
Holdings
82
QoQ value change ($000)
17,872
(17.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.