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Maxwell Wealth Strategies Inc.: IVE position timeline

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

Maxwell Wealth Strategies Inc. held 18,974 IVE 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 18,974 shares
    Change vs previous 13F +1,666 shares

    1.48% of the 13F portfolio, value $3,621,757.

    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 17,308 shares
    Change vs previous 13F +392 shares

    1.44% of the 13F portfolio, value $3,398,426.

    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 16,916 shares
    Change vs previous 13F +532 shares

    1.51% of the 13F portfolio, value $3,078,881.

    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 16,384 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $2,967,142.

    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).