13F-HR | SEC Filings Hub

Filing metadata

Accession number: 0001941040-25-000121
Form type: 13F-HR
Filer: Heritage Wealth Management, Inc. /CA/
CIK: CIK 2012170
Filed: Feb 11, 2025
Reporting period: Dec 31, 2024
Description: Institutional holdings

Documents

0001941040-25-000121-index.htm

Complete submission

0001941040-25-000121.txt

directory listing

Filed by

Heritage Wealth Management, Inc. /CA/