Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001944755-25-000001
Filing Date
2025-02-05
Accepted
2025-02-05 15:37:30
Documents
2
Period of Report
2024-12-31
Effectiveness Date
2025-02-05

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2007
2 Q4_2024_Heritage_13F.html INFORMATION TABLE  
2 Q4_2024_Heritage_13F.xml INFORMATION TABLE 127536
  Complete submission text file 0001944755-25-000001.txt   130742
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.: 25592973