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Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001755933-24-000003
Filing Date
2024-04-26
Accepted
2024-04-26 11:55:30
Documents
2
Period of Report
2024-03-31
Effectiveness Date
2024-04-26

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 1915
2 13f2024q1.html INFORMATION TABLE  
2 13f2024q1.xml INFORMATION TABLE 59199
  Complete submission text file 0001755933-24-000003.txt   62406
Mailing Address 861 LAKE STREET NORTH WAYZATA MN 55391
Business Address 861 LAKE STREET NORTH WAYZATA MN 55391 612-376-4041
Dougherty Wealth Advisers LLC (Filer) CIK: 0001755933 (see all company filings)

IRS No.: 203917316 | State of Incorp.: DE | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-19087 | Film No.: 24880554