Maxwell Wealth Strategies Inc.: ESGD position timeline

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

Maxwell Wealth Strategies Inc. held 3,523 ESGD shares at 2024-12-31 per its 13F-HR filed 2025-02-13.

the latest 13F is the newest step

period ended2024-12-31
13F 3,523 shares
Change vs previous 13F 0 shares
0.11% of the 13F portfolio, value $268,241.
13F-HR 0001993410-25-000001 filed by Maxwell Wealth Strategies Inc.
Filed 2025-02-13 (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).
period ended2024-09-30
13F 3,523 shares
Change vs previous 13F +124 shares
0.12% of the 13F portfolio, value $283,848.
13F-HR 0001993410-24-000005 filed by Maxwell Wealth Strategies Inc.
Filed 2024-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-06-30
13F 3,399 shares
Change vs previous 13F 0 shares
0.13% of the 13F portfolio, value $267,773.
13F-HR 0001993410-24-000004 filed by Maxwell Wealth Strategies Inc.
Filed 2024-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-03-31
13F 3,399 shares
Change vs previous 13F 0 shares
0.14% of the 13F portfolio, value $274,129.
13F-HR 0001993410-24-000003 filed by Maxwell Wealth Strategies Inc.
Filed 2024-05-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-12-31
13F 3,399 shares
Change vs previous 13F not available
0.17% of the 13F portfolio, value $256,760.
13F-HR 0001993410-24-000001 filed by Maxwell Wealth Strategies Inc.
Filed 2024-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC
Acceptance time not in the bulk data set (spec §4.2).