13F-HR | SEC Filings Hub

Filing metadata

Accession number: 0002035533-25-000003
Form type: 13F-HR
Filer: HERITAGE OAK WEALTH ADVISORS LLC
CIK: CIK 2035533
Filed: Jul 15, 2025
Reporting period: Jun 30, 2025
Description: Institutional holdings

Documents

0002035533-25-000003-index.htm

Complete submission

0002035533-25-000003.txt

directory listing

Filed by

HERITAGE OAK WEALTH ADVISORS LLC