0001963794-23-000002.txt : 20230504 0001963794-23-000002.hdr.sgml : 20230504 20230504102026 ACCESSION NUMBER: 0001963794-23-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230504 DATE AS OF CHANGE: 20230504 EFFECTIVENESS DATE: 20230504 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Heritage Wealth Partners, LLC CENTRAL INDEX KEY: 0001963794 IRS NUMBER: 260662798 STATE OF INCORPORATION: OH FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22888 FILM NUMBER: 23886953 BUSINESS ADDRESS: STREET 1: 6215 EMERALD PARKWAY STREET 2: UNIT 1 CITY: DUBLIN STATE: OH ZIP: 43016 BUSINESS PHONE: 6143894206 MAIL ADDRESS: STREET 1: 6215 EMERALD PARKWAY STREET 2: UNIT 1 CITY: DUBLIN STATE: OH ZIP: 43016 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001963794 XXXXXXXX 03-31-2023 03-31-2023 Heritage Wealth Partners, LLC

6215 EMERALD PARKWAY UNIT 1 DUBLIN OH 43016

13F HOLDINGS REPORT 028-22888 N Matthew Sands (614) 975-9158 MATTHEW SANDS DUBLIN OH 05-04-2023 0 95 126268722 false INFORMATION TABLE 2 hwpquarter1_2023.xml UNITED STATES TREASURY BILLS BILL BILL 912796Y37 10480234 10650 PRN SOLE 0 0 0 UNITED STATES TREASURY BILLS BILL BILL 912796ZQ5 6235617 6300 PRN SOLE 0 0 0 UNITED STATES TREASURY BILLS BILL BILL 912796YN3 4998076 5000 PRN SOLE 0 0 0 UNITED STATES TREASURY BILLS BILL BILL 912796V48 4989027 5000 PRN SOLE 0 0 0 UNITED STATES TREASURY BILLS BILL BILL 912796YV5 4984733 5000 PRN SOLE 0 0 0 UNITED STATES TREASURY BILLS BILL BILL 912796YW3 4980114 5000 PRN SOLE 0 0 0 UNITED STATES TREASURY BILLS BILL BILL 912796ZE2 4975722 5000 PRN SOLE 0 0 0 UNITED STATES TREASURY BILLS BILL BILL 912796W47 4970807 5000 PRN SOLE 0 0 0 UNITED STATES TREASURY BILLS BILL BILL 912796ZF9 4966669 5000 PRN SOLE 0 0 0 UNITED STATES TREASURY BILLS BILL BILL 912796ZG7 4962818 5000 PRN SOLE 0 0 0 UNITED STATES TREASURY BILLS BILL BILL 912796X53 4953042 5000 PRN SOLE 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