Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001944755-24-000002
Filing Date
2024-09-09
Accepted
2024-09-09 13:03:51
Documents
2
Period of Report
2024-06-30
Effectiveness Date
2024-09-09

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2240
2 Q2_2024_Heritage_13F.html INFORMATION TABLE  
2 Q2_2024_Heritage_13F.xml INFORMATION TABLE 128524
  Complete submission text file 0001944755-24-000002.txt   131964
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.: 241286645