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. 0002019316-24-000001
Filing Date
2024-08-01
Accepted
2024-08-01 16:02:08
Documents
2
Period of Report
2024-06-30
Effectiveness Date
2024-08-01

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2056
2 heritage_2q2024.inftbl.html INFORMATION TABLE  
2 heritage_2q2024.inftbl.xml INFORMATION TABLE 82187
  Complete submission text file 0002019316-24-000001.txt   85479
Mailing Address 9841 E BELL RD, STE 110 SCOTTSDALE AZ 85260
Business Address 9841 E BELL RD, STE 110 SCOTTSDALE AZ 85260 602-775-5400
Heritage Family Offices, LLP (Filer) CIK: 0002019316 (see all company filings)

IRS No.: 831661030 | State of Incorp.: AZ | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-24256 | Film No.: 241166445