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Disclosery

Maxwell Wealth Strategies Inc.: EL position timeline

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

Maxwell Wealth Strategies Inc. held 3,336 EL 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 3,336 shares
    Change vs previous 13F -1,670 shares

    0.1% of the 13F portfolio, value $250,133.

    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 5,006 shares
    Change vs previous 13F +1,210 shares

    0.14% of the 13F portfolio, value $329,695.

    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 3,796 shares
    Change vs previous 13F +59 shares

    0.2% of the 13F portfolio, value $403,894.

    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 3,737 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $453,634.

    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).