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Maxwell Wealth Strategies Inc.: APD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Maxwell Wealth Strategies Inc. on APD, newest first. How the timeline and the estimate are built.

Maxwell Wealth Strategies Inc. held 7,984 APD shares at 2024-12-31 per its 13F-HR filed 2025-02-13.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 7,984 shares
    Change vs previous 13F -47 shares

    0.95% of the 13F portfolio, value $2,315,772.

    13F-HR 0001993410-25-000001 filed by Maxwell Wealth Strategies Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 8,031 shares
    Change vs previous 13F +146 shares

    1.05% of the 13F portfolio, value $2,460,556.

    13F-HR 0001993410-24-000005 filed by Maxwell Wealth Strategies Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 7,885 shares
    Change vs previous 13F -57 shares

    1% of the 13F portfolio, value $2,034,807.

    13F-HR 0001993410-24-000004 filed by Maxwell Wealth Strategies Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 7,942 shares
    Change vs previous 13F +72 shares

    1.05% of the 13F portfolio, value $2,068,975.

    13F-HR 0001993410-24-000003 filed by Maxwell Wealth Strategies Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 7,870 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $2,154,894.

    13F-HR 0001993410-24-000001 filed by Maxwell Wealth Strategies Inc.
    Filed (acceptance time not in the bulk data set), ingested

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