Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001755933-25-000002
Filing Date
2025-01-24
Accepted
2025-01-24 12:31:43
Documents
2
Period of Report
2024-12-31
Effectiveness Date
2025-01-24

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 1913
2 13-F_2024_Q4.html INFORMATION TABLE  
2 13-F_2024_Q4.xml INFORMATION TABLE 58138
  Complete submission text file 0001755933-25-000002.txt   61346
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)

EIN.: 203917316 | State of Incorp.: DE | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-19087 | Film No.: 25552789