Maxwell Wealth Strategies Inc.: EW position timeline

Maxwell Wealth Strategies Inc. held 15,293 EW 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 15,293 shares

   Change vs previous 13F -11,415 shares

   0.46% of the 13F portfolio, value $1,132,141.

   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 26,708 shares

   Change vs previous 13F +5,742 shares

   0.76% of the 13F portfolio, value $1,781,157.

   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 20,966 shares

   Change vs previous 13F +155 shares

   0.95% of the 13F portfolio, value $1,936,629.

   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 20,811 shares

   Change vs previous 13F +17,234 shares

   0.93% of the 13F portfolio, value $1,829,079.

   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 3,577 shares

   Change vs previous 13F not available

   0.18% of the 13F portfolio, value $272,746.

   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).