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Maxwell Wealth Strategies Inc.: QQQ position timeline

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

Maxwell Wealth Strategies Inc. held 771 QQQ 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 771 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $394,158.

    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 771 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $379,494.

    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 771 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $369,394.

    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 771 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $348,145.

    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 771 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $315,740.

    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).