SEC Seal
SEC Banner
Search the Next-Generation EDGAR System
Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001834505-22-000001
Filing Date
2022-08-15
Accepted
2022-08-12 18:06:36
Documents
2
Period of Report
2022-06-30
Effectiveness Date
2022-08-15

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 1935
2 2022Q213FHWM 2022Q213F.html INFORMATION TABLE  
2 2022Q213FHWM 2022Q213F.xml INFORMATION TABLE 518252
  Complete submission text file 0001834505-22-000001.txt   521416
Mailing Address 2355 E. CAMELBACK ROAD SUITE 425 PHOENIX AZ 85016
Business Address 2355 E. CAMELBACK ROAD SUITE 425 PHOENIX AZ 85016 6027755400
HERITAGE WEALTH MANAGEMENT, LLC (Filer) CIK: 0001834505 (see all company filings)

IRS No.: 472409222 | State of Incorp.: AZ | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-21295 | Film No.: 221161539