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Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001941040-24-000148
Filing Date
2024-02-14
Accepted
2024-02-14 17:17:52
Documents
2
Period of Report
2023-12-31
Effectiveness Date
2024-02-14

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2184
2 infotable.html INFORMATION TABLE  
2 infotable.xml INFORMATION TABLE 52594
  Complete submission text file 0001941040-24-000148.txt   56023
Mailing Address 11440 W BERNARDO CT STE 390 SAN DIEGO, CA CA 92127
Business Address 11440 W BERNARDO CT STE 390 SAN DIEGO, CA CA 92127 858-613-9191
Heritage Wealth Management, Inc. /CA/ (Filer) CIK: 0002012170 (see all company filings)

IRS No.: 611599465 | State of Incorp.: CA | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-23941 | Film No.: 24640605