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Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001834505-21-000004
Filing Date
2021-11-10
Accepted
2021-11-10 10:29:34
Documents
2
Period of Report
2021-09-30
Effectiveness Date
2021-11-10

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 1936
2 Q3202113FFILED.html INFORMATION TABLE  
2 Q3202113FFILED.xml INFORMATION TABLE 509921
  Complete submission text file 0001834505-21-000004.txt   513065
Mailing Address 2355 E. CAMELBACK ROAD SUITE 425 PHOENIX AZ 85016
Business Address 2355 E. CAMELBACK ROAD SUITE 425 PHOENIX AZ 85016 6027755400
HERITAGE WEALTH MANAGEMENT, LLC (Filer) CIK: 0001834505 (see all company filings)

IRS No.: 472409222 | State of Incorp.: AZ | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-21295 | Film No.: 211395137