Maxwell Wealth Strategies Inc.: ESGU position timeline

Maxwell Wealth Strategies Inc. held 8,643 ESGU 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 8,643 shares

   Change vs previous 13F 0 shares

   0.45% of the 13F portfolio, value $1,113,391.

   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).

2. period ended2024-09-30

   13F 8,643 shares

   Change vs previous 13F 0 shares

   0.47% of the 13F portfolio, value $1,095,155.

   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).

3. period ended2024-06-30

   13F 8,643 shares

   Change vs previous 13F -52 shares

   0.51% of the 13F portfolio, value $1,031,283.

   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).

4. period ended2024-03-31

   13F 8,695 shares

   Change vs previous 13F -18,378 shares

   0.51% of the 13F portfolio, value $997,143.

   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).

5. period ended2023-12-31

   13F 27,073 shares

   Change vs previous 13F not available

   1.86% of the 13F portfolio, value $2,840,499.

   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).