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Maxwell Wealth Strategies Inc.: MDT position timeline

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

Maxwell Wealth Strategies Inc. held 13,177 MDT 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 13,177 shares
    Change vs previous 13F -2,422 shares

    0.43% of the 13F portfolio, value $1,052,574.

    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 15,599 shares
    Change vs previous 13F +852 shares

    0.59% of the 13F portfolio, value $1,398,913.

    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 14,747 shares
    Change vs previous 13F -304 shares

    0.57% of the 13F portfolio, value $1,160,732.

    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 15,051 shares
    Change vs previous 13F -13,479 shares

    0.61% of the 13F portfolio, value $1,213,106.

    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).

  5. period ended2023-12-31
    13F 28,530 shares
    Change vs previous 13F not available

    1.54% of the 13F portfolio, value $2,350,297.

    13F-HR 0001993410-24-000001 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).