Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0002035533-24-000001
Filing Date
2024-08-28
Accepted
2024-08-28 13:26:44
Documents
2
Period of Report
2024-06-30
Effectiveness Date
2024-08-28

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 1974
2 howa13fq2.html INFORMATION TABLE  
2 howa13fq2.xml INFORMATION TABLE 33266
  Complete submission text file 0002035533-24-000001.txt   36433
Mailing Address 105 GARFELD ST SANTA ROSA BEACH FL 32459
Business Address 105 GARFELD ST SANTA ROSA BEACH FL 32459 4792303113
HERITAGE OAK WEALTH ADVISORS LLC (Filer) CIK: 0002035533 (see all company filings)

EIN.: 833608109 | State of Incorp.: FL | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-24350 | Film No.: 241253793