Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001941040-25-000121
Filing Date
2025-02-11
Accepted
2025-02-11 16:25:35
Documents
2
Period of Report
2024-12-31
Effectiveness Date
2025-02-11

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2179
2 infotable.html INFORMATION TABLE  
2 infotable.xml INFORMATION TABLE 41886
  Complete submission text file 0001941040-25-000121.txt   45302
Mailing Address 11440 W BERNARDO CT STE 390 SAN DIEGO CA 92127
Business Address 11440 W BERNARDO CT STE 390 SAN DIEGO CA 92127 858-613-9191
Heritage Wealth Management, Inc. /CA/ (Filer) CIK: 0002012170 (see all company filings)

EIN.: 611599465 | State of Incorp.: CA | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-23941 | Film No.: 25610209