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Disclosery

CROWLEY WEALTH MANAGEMENT, INC.: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CROWLEY WEALTH MANAGEMENT, INC. on AAPL, newest first. How the timeline and the estimate are built.

CROWLEY WEALTH MANAGEMENT, INC. held 0 AAPL shares at 2025-12-31 per its 13F-HR filed 2026-01-16.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -51,146 shares

    13F-HR 0002055836-26-000001 filed by CROWLEY WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 51,146 shares
    Change vs previous 13F +2,279 shares

    10.36% of the 13F portfolio, value $13,023,321.

    13F-HR 0002055836-25-000005 filed by CROWLEY WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-06-30
    13F 48,867 shares
    Change vs previous 13F -668 shares

    9.13% of the 13F portfolio, value $10,026,047.

    13F-HR 0002055836-25-000004 filed by CROWLEY WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-03-31
    13F 49,535 shares
    Change vs previous 13F -263 shares

    10.48% of the 13F portfolio, value $11,003,160.

    13F-HR 0002055836-25-000003 filed by CROWLEY WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-12-31
    13F 49,798 shares
    Change vs previous 13F not available

    11% of the 13F portfolio, value $12,470,365.

    13F-HR 0002055836-25-000001 filed by CROWLEY WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).