Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001904152-25-000004
Filing Date
2025-07-17
Accepted
2025-07-17 16:34:44
Documents
2
Period of Report
2025-06-30
Effectiveness Date
2025-07-17

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2486
2 infotable.html INFORMATION TABLE  
2 infotable.xml INFORMATION TABLE 38572
  Complete submission text file 0001904152-25-000004.txt   42256
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)

EIN.: 161566478 | State of Incorp.: NY | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-21455 | Film No.: 251131050