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Disclosery

Maxwell Wealth Strategies Inc.: UPS position timeline

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

Maxwell Wealth Strategies Inc. held 0 UPS shares at 2024-03-31 per its 13F-HR filed 2024-05-31.

the latest 13F is the newest step

  1. period ended2024-03-31
    13F 0 shares
    Change vs previous 13F -1,493 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2023-12-31
    13F 1,493 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $234,744.

    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).