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Maxwell Wealth Strategies Inc.: MTUM position timeline

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

Maxwell Wealth Strategies Inc. held 9,688 MTUM 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 9,688 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $2,004,641.

    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 ยง4.2).