A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.

Why are some filings missing?

New filings appear as the SEC updates EDGAR, and older records can vary by availability.

How often is this page updated?

Updates follow new EDGAR submissions and periodic data refreshes.

SEC EDGAR filings, ownership reports, and insider transactions for Maxwell Wealth Strategies Inc..

Business address: 7041 Koll Center Park Way, Suite 275, Pleasanton, CA, 94566
Top securities (13F): IVV, MSFT, IVW, AAPL, JPM, AVGO, ETN, DYNF, QUAL, GOOGL, TT, IYW, MSI, V, HD, META, WMT, IVE, IWB, and TJX
State of incorporation: CA
Fiscal year end: 30 September

Maxwell Wealth Strategies Inc. has filed 5 SEC EDGAR filings since 13 Feb 2024

Recent SEC filings for Maxwell Wealth Strategies Inc. including 13F-HR.

Form type	Document	Filing	Filing date	Reporting date	File number(s)
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	13 Feb 2025	31 Dec 2024	028-23725
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	06 Nov 2024	30 Sep 2024	028-23725
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	12 Aug 2024	30 Jun 2024	028-23725
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	31 May 2024	31 Mar 2024	028-23725
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	13 Feb 2024	31 Dec 2023	028-23725

Maxwell Wealth Strategies Inc. files with the SEC under CIK 0001993410. This page aggregates EDGAR filings and related ownership activity.

What is a CIK?: A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?: New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?: Updates follow new EDGAR submissions and periodic data refreshes.