CROWLEY WEALTH MANAGEMENT, INC.: PEP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CROWLEY WEALTH MANAGEMENT, INC. on PEP, newest first. How the timeline and the estimate are built.
CROWLEY WEALTH MANAGEMENT, INC. held 0 PEP shares at 2025-12-31 per its 13F-HR filed 2026-01-16.
the latest 13F is the newest step
- period ended2025-12-3113F 0 sharesChange vs previous 13F -1,632 shares
13F-HR 0002055836-26-000001 filed by CROWLEY WEALTH MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 1,632 sharesChange vs previous 13F 0 shares
0.18% of the 13F portfolio, value $229,198.
13F-HR 0002055836-25-000005 filed by CROWLEY WEALTH MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,632 sharesChange vs previous 13F 0 shares
0.2% of the 13F portfolio, value $215,489.
13F-HR 0002055836-25-000004 filed by CROWLEY WEALTH MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,632 sharesChange vs previous 13F +13 shares
0.23% of the 13F portfolio, value $244,702.
13F-HR 0002055836-25-000003 filed by CROWLEY WEALTH MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,619 sharesChange vs previous 13F not available
0.22% of the 13F portfolio, value $246,185.
13F-HR 0002055836-25-000001 filed by CROWLEY WEALTH MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).