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Maxwell Wealth Strategies Inc.: TT position timeline

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

Maxwell Wealth Strategies Inc. held 14,440 TT 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 14,440 shares
    Change vs previous 13F +127 shares

    2.18% of the 13F portfolio, value $5,333,414.

    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 14,313 shares
    Change vs previous 13F +2,540 shares

    2.37% of the 13F portfolio, value $5,586,221.

    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 11,773 shares
    Change vs previous 13F +142 shares

    1.9% of the 13F portfolio, value $3,872,493.

    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 11,631 shares
    Change vs previous 13F +9,507 shares

    1.92% of the 13F portfolio, value $3,780,075.

    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 2,124 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $518,044.

    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).