CROWLEY WEALTH MANAGEMENT, INC.: SOXX position timeline

CROWLEY WEALTH MANAGEMENT, INC. held 0 SOXX 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 -1,315 shares

   13F-HR 0002055836-26-000001 filed by CROWLEY WEALTH MANAGEMENT, INC.
   Filed 2026-01-16 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   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 1,315 shares

   Change vs previous 13F +150 shares

   0.28% of the 13F portfolio, value $356,523.

   13F-HR 0002055836-25-000005 filed by CROWLEY WEALTH MANAGEMENT, INC.
   Filed 2025-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

3. period ended2025-06-30

   13F 1,165 shares

   Change vs previous 13F +10 shares

   0.25% of the 13F portfolio, value $278,086.

   13F-HR 0002055836-25-000004 filed by CROWLEY WEALTH MANAGEMENT, INC.
   Filed 2025-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

4. period ended2025-03-31

   13F 1,155 shares

   Change vs previous 13F +645 shares

   0.21% of the 13F portfolio, value $217,336.

   13F-HR 0002055836-25-000003 filed by CROWLEY WEALTH MANAGEMENT, INC.
   Filed 2025-04-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

5. period ended2024-12-31

   13F 510 shares

   Change vs previous 13F not available

   0.1% of the 13F portfolio, value $109,900.

   13F-HR 0002055836-25-000001 filed by CROWLEY WEALTH MANAGEMENT, INC.
   Filed 2025-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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