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Disclosery

CROWLEY WEALTH MANAGEMENT, INC.: UWM position timeline

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

CROWLEY WEALTH MANAGEMENT, INC. held 0 UWM 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 -71,360 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 71,360 shares
    Change vs previous 13F +2,160 shares

    2.63% of the 13F portfolio, value $3,308,250.

    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 69,200 shares
    Change vs previous 13F 0 shares

    2.37% of the 13F portfolio, value $2,606,764.

    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 69,200 shares
    Change vs previous 13F 0 shares

    2.2% of the 13F portfolio, value $2,314,048.

    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 69,200 shares
    Change vs previous 13F not available

    2.55% of the 13F portfolio, value $2,896,020.

    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).