Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001963794-25-000003
Filing Date
2025-05-14
Accepted
2025-05-14 14:47:02
Documents
2
Period of Report
2025-03-31
Effectiveness Date
2025-05-14

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 1972
2 hwp1_quarter2025.html INFORMATION TABLE  
2 hwp1_quarter2025.xml INFORMATION TABLE 34639
  Complete submission text file 0001963794-25-000003.txt   37832
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)

EIN.: 260662798 | State of Incorp.: OH | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-22888 | Film No.: 25944648