Aldebaran Financial Inc.
All 13F Filings
- Location
- Kingsport, TN
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 105,288
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 | 75.19 K | 71.4% | 0 | 29.63 K | -29.63 K |
| ETFs | 30.1 K | 28.6% | 27.18 K | 0 | 27.18 K |
| Other | 0 | 0.0% | 0 | 318 | -318 |
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Fund Snapshot
Q1 2026
Latest filed
5/14/2026
Total value ($000)
105,288
Holdings
76
QoQ value change ($000)
-2,763
(-2.6%)
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.