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Disclosery

CROWLEY WEALTH MANAGEMENT, INC.: SPY position timeline

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

CROWLEY WEALTH MANAGEMENT, INC. held 0 SPY 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 -3,023 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 3,023 shares
    Change vs previous 13F +175 shares

    1.6% of the 13F portfolio, value $2,013,607.

    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 2,848 shares
    Change vs previous 13F +339 shares

    1.6% of the 13F portfolio, value $1,759,386.

    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 2,509 shares
    Change vs previous 13F +2 shares

    1.34% of the 13F portfolio, value $1,403,267.

    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 2,507 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $1,469,033.

    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).