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Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001085146-24-000477
Filing Date
2024-01-25
Accepted
2024-01-24 18:15:04
Documents
2
Period of Report
2023-12-31
Effectiveness Date
2024-01-25

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2103
2 INFORMATION TABLE infotable.html INFORMATION TABLE  
2 INFORMATION TABLE infotable.xml INFORMATION TABLE 21430
  Complete submission text file 0001085146-24-000477.txt   24806
Mailing Address 4400 POST OAK PARKWAY SUITE 2510 HOUSTON TX 77027
Business Address 4400 POST OAK PARKWAY SUITE 2510 HOUSTON TX 77027 7138719800
Heritage Wealth Management, Inc./Texas (Filer) CIK: 0001966400 (see all company filings)

IRS No.: 460491507 | State of Incorp.: TX | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-23140 | Film No.: 24558135