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Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001725547-23-000175
Filing Date
2023-08-07
Accepted
2023-08-07 12:31:25
Documents
2
Period of Report
2023-06-30
Effectiveness Date
2023-08-07

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2154
2 Form13fInfoTable.html INFORMATION TABLE  
2 Form13fInfoTable.xml INFORMATION TABLE 17652
  Complete submission text file 0001725547-23-000175.txt   20985
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.: 231146562