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Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001963794-24-000001
Filing Date
2024-01-19
Accepted
2024-01-19 10:40:16
Documents
2
Period of Report
2023-12-31
Effectiveness Date
2024-01-19

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 1972
2 hwpquarter4_2023.html INFORMATION TABLE  
2 hwpquarter4_2023.xml INFORMATION TABLE 23422
  Complete submission text file 0001963794-24-000001.txt   26622
Mailing Address 6215 EMERALD PARKWAY UNIT 1 DUBLIN OH 43016
Business Address 6215 EMERALD PARKWAY UNIT 1 DUBLIN OH 43016 6143894206
Heritage Wealth Partners, LLC (Filer) CIK: 0001963794 (see all company filings)

IRS No.: 260662798 | State of Incorp.: OH | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-22888 | Film No.: 24544211