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Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001085146-23-003015
Filing Date
2023-08-03
Accepted
2023-08-02 18:16:39
Documents
2
Period of Report
2023-06-30
Effectiveness Date
2023-08-03

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2103
2 INFORMATION TABLE infotable.html INFORMATION TABLE  
2 INFORMATION TABLE infotable.xml INFORMATION TABLE 15356
  Complete submission text file 0001085146-23-003015.txt   18700
Mailing Address 4400 POST OAK PARKWAY SUITE 2510 HOUSTON TX 77027
Business Address 4400 POST OAK PARKWAY SUITE 2510 HOUSTON TX 77027 7138719800
Heritage Wealth Management, Inc./Texas (Filer) CIK: 0001966400 (see all company filings)

IRS No.: 460491507 | State of Incorp.: TX | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-23140 | Film No.: 231137390