Filing

13F-HR

13F-HR

0001966400-26-000003·Heritage Wealth Management, Inc./Texas

Filing metadata

Accession number: 0001966400-26-000003
Form type: 13F-HR
Filer: Heritage Wealth Management, Inc./Texas
CIK: CIK 1966400
Filed: Aug 10, 2026
Reporting period: Jun 30, 2026
Description: Institutional holdings

Documents

0001966400-26-000003-index.htm

Complete submission

0001966400-26-000003.txt

directory listing

Filed by

Heritage Wealth Management, Inc./Texas