13F-HR | SEC Filings Hub

Filing metadata

Accession number: 0001085146-25-002222
Form type: 13F-HR
Filer: Heritage Wealth Management, Inc./Texas
CIK: CIK 1966400
Filed: Apr 22, 2025
Reporting period: Mar 31, 2025
Description: Institutional holdings

Documents

0001085146-25-002222-index.htm

Complete submission

0001085146-25-002222.txt

directory listing

Filed by

Heritage Wealth Management, Inc./Texas