Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001755933-25-000005
Filing Date
2025-04-25
Accepted
2025-04-25 12:07:08
Documents
2
Period of Report
2025-03-31
Effectiveness Date
2025-04-25

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 1913
2 13-F_2025_Q1.html INFORMATION TABLE  
2 13-F_2025_Q1.xml INFORMATION TABLE 58678
  Complete submission text file 0001755933-25-000005.txt   61879
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.: 25871295