Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001941040-25-000364
Filing Date
2025-07-28
Accepted
2025-07-28 13:09:57
Documents
2
Period of Report
2025-06-30
Effectiveness Date
2025-07-28

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 40069
  Complete submission text file 0001941040-25-000364.txt   43479
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.: 251154795