Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001944755-25-000002
Filing Date
2025-04-29
Accepted
2025-04-29 17:02:15
Documents
2
Period of Report
2025-03-31
Effectiveness Date
2025-04-29

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2020
2 2025Q113F.html INFORMATION TABLE  
2 2025Q113F.xml INFORMATION TABLE 123219
  Complete submission text file 0001944755-25-000002.txt   126420
Mailing Address 9110 MONTGOMERY RD CINCINNATI OH 45242
Business Address 9110 MONTGOMERY RD CINCINNATI OH 45242 5134405057
Heritage Wealth Management, Inc. (Filer) CIK: 0001944755 (see all company filings)

EIN.: 852686114 | State of Incorp.: OH | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-24362 | Film No.: 25889005