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. 0001085146-24-002231
Filing Date
2024-05-06
Accepted
2024-05-03 20:05:42
Documents
2
Period of Report
2024-03-31
Effectiveness Date
2024-05-06

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2050
2 INFORMATION TABLE infotable.html INFORMATION TABLE  
2 INFORMATION TABLE infotable.xml INFORMATION TABLE 51102
  Complete submission text file 0001085146-24-002231.txt   54387
Mailing Address 200 INTERNATIONAL DRIVE WILLIAMSVILLE NY 14221
Business Address 200 INTERNATIONAL DRIVE WILLIAMSVILLE NY 14221 716-634-8800
DOPKINS WEALTH MANAGEMENT, LLC (Filer) CIK: 0001904152 (see all company filings)

IRS No.: 161566478 | State of Incorp.: NY | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-21455 | Film No.: 24915182