Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0002035533-25-000003
Filing Date
2025-07-15
Accepted
2025-07-15 14:27:55
Documents
2
Period of Report
2025-06-30
Effectiveness Date
2025-07-15

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2021
2 HOWA13fQ2.html INFORMATION TABLE  
2 HOWA13fQ2.xml INFORMATION TABLE 27903
  Complete submission text file 0002035533-25-000003.txt   31110
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.: 251124272