SEC Seal
SEC Banner
Search the Next-Generation EDGAR System
Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001755933-24-000005
Filing Date
2024-07-11
Accepted
2024-07-11 16:29:37
Documents
2
Period of Report
2024-06-30
Effectiveness Date
2024-07-11

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 1915
2 13f2024q2.html INFORMATION TABLE  
2 13f2024q2.xml INFORMATION TABLE 59189
  Complete submission text file 0001755933-24-000005.txt   62397
Mailing Address 861 LAKE STREET NORTH WAYZATA MN 55391
Business Address 861 LAKE STREET NORTH WAYZATA MN 55391 612-376-4041
Dougherty Wealth Advisers LLC (Filer) CIK: 0001755933 (see all company filings)

IRS No.: 203917316 | State of Incorp.: DE | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-19087 | Film No.: 241112355