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Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001963794-23-000001
Filing Date
2023-02-10
Accepted
2023-02-10 12:16:56
Documents
2
Period of Report
2022-12-31
Effectiveness Date
2023-02-10

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 1973
2 hwpquarter4_2022.html INFORMATION TABLE  
2 hwpquarter4_2022.xml INFORMATION TABLE 26971
  Complete submission text file 0001963794-23-000001.txt   30139
Mailing Address 6215 EMERALD PARKWAY UNIT 1 DUBLIN OH 43016
Business Address 6215 EMERALD PARKWAY UNIT 1 DUBLIN OH 43016 6143894206
Heritage Wealth Partners, LLC (Filer) CIK: 0001963794 (see all company filings)

IRS No.: 260662798 | State of Incorp.: OH | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-22888 | Film No.: 23609766