Maxwell Wealth Strategies Inc.: IUSG position timeline

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

Maxwell Wealth Strategies Inc. held 4,738 IUSG 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 4,738 shares
Change vs previous 13F 0 shares
0.27% of the 13F portfolio, value $660,240.
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 4,738 shares
Change vs previous 13F 0 shares
0.27% of the 13F portfolio, value $631,575.
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 4,738 shares
Change vs previous 13F 0 shares
0.3% of the 13F portfolio, value $604,000.
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 4,738 shares
Change vs previous 13F +747 shares
0.29% of the 13F portfolio, value $566,381.
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 3,991 shares
Change vs previous 13F not available
0.27% of the 13F portfolio, value $415,463.
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).