Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001834505-22-000003
Filing Date
2022-11-14
Accepted
2022-11-14 16:54:52
Documents
2
Period of Report
2022-09-30
Effectiveness Date
2022-11-14

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 1933
2 2022Q3HERITAGE 2022q313fheritage.html INFORMATION TABLE  
2 2022Q3HERITAGE 2022q313fheritage.xml INFORMATION TABLE 550303
  Complete submission text file 0001834505-22-000003.txt   553475
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)

EIN.: 472409222 | State of Incorp.: AZ | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-21295 | Film No.: 221387065