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Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001834505-23-000004
Filing Date
2023-02-13
Accepted
2023-02-13 14:47:32
Documents
2
Period of Report
2022-12-31
Effectiveness Date
2023-02-13

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2062
2 2022Q4HWM HWM13FQ42022.html INFORMATION TABLE  
2 2022Q4HWM HWM13FQ42022.xml INFORMATION TABLE 563721
  Complete submission text file 0001834505-23-000004.txt   567011
Mailing Address 2355 E. CAMELBACK ROAD SUITE 330 PHOENIX AZ 85016
Business Address 2355 E. CAMELBACK ROAD SUITE 330 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.: 23617260