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. 0001085146-24-000507
Filing Date
2024-01-26
Accepted
2024-01-25 21:09:50
Documents
2
Period of Report
2023-12-31
Effectiveness Date
2024-01-26

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2050
2 INFORMATION TABLE infotable.html INFORMATION TABLE  
2 INFORMATION TABLE infotable.xml INFORMATION TABLE 27556
  Complete submission text file 0001085146-24-000507.txt   30841
Mailing Address 200 INTERNATIONAL DRIVE WILLIAMSVILLE NY 14221
Business Address 200 INTERNATIONAL DRIVE WILLIAMSVILLE NY 14221 716-634-8800
DOPKINS WEALTH MANAGEMENT, LLC (Filer) CIK: 0001904152 (see all company filings)

IRS No.: 161566478 | State of Incorp.: NY | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-21455 | Film No.: 24563901