Skip to content
Disclosery

Maxwell Wealth Strategies Inc.: FANG position timeline

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

Maxwell Wealth Strategies Inc. held 8,323 FANG 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 8,323 shares
    Change vs previous 13F -1,509 shares

    0.56% of the 13F portfolio, value $1,363,557.

    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 9,832 shares
    Change vs previous 13F +2,776 shares

    0.73% of the 13F portfolio, value $1,726,794.

    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 7,056 shares
    Change vs previous 13F +50 shares

    0.69% of the 13F portfolio, value $1,412,541.

    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 7,006 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $1,382,564.

    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).