Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001755933-24-000006
Filing Date
2024-10-30
Accepted
2024-10-30 12:19:00
Documents
2
Period of Report
2024-09-30
Effectiveness Date
2024-10-30

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 1913
2 13-F_2024_Q3.html INFORMATION TABLE  
2 13-F_2024_Q3.xml INFORMATION TABLE 58628
  Complete submission text file 0001755933-24-000006.txt   61837
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)

EIN.: 203917316 | State of Incorp.: DE | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-19087 | Film No.: 241408628