Maxwell Wealth Strategies Inc.: WMT position timeline

Maxwell Wealth Strategies Inc. held 43,901 WMT 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 43,901 shares

   Change vs previous 13F +52 shares

   1.62% of the 13F portfolio, value $3,966,455.

   13F-HR 0001993410-25-000001 filed by Maxwell Wealth Strategies Inc.
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2024-09-30

   13F 43,849 shares

   Change vs previous 13F +5,442 shares

   1.56% of the 13F portfolio, value $3,669,284.

   13F-HR 0001993410-24-000005 filed by Maxwell Wealth Strategies Inc.
   Filed 2024-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2024-06-30

   13F 38,407 shares

   Change vs previous 13F -370 shares

   1.27% of the 13F portfolio, value $2,600,538.

   13F-HR 0001993410-24-000004 filed by Maxwell Wealth Strategies Inc.
   Filed 2024-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-03-31

   13F 38,777 shares

   Change vs previous 13F +21,093 shares

   1.28% of the 13F portfolio, value $2,516,240.

   13F-HR 0001993410-24-000003 filed by Maxwell Wealth Strategies Inc.
   Filed 2024-05-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2023-12-31

   13F 17,684 shares

   Change vs previous 13F not available

   1.82% of the 13F portfolio, value $2,787,883.

   13F-HR 0001993410-24-000001 filed by Maxwell Wealth Strategies Inc.
   Filed 2024-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).