13F-HR | SEC Filings Hub

Filing metadata

Accession number: 0001941040-24-000148
Form type: 13F-HR
Filer: Heritage Wealth Management, Inc. /CA/
CIK: CIK 2012170
Filed: Feb 14, 2024
Reporting period: Dec 31, 2023
Description: Institutional holdings

Documents

0001941040-24-000148-index.htm

Complete submission

0001941040-24-000148.txt

directory listing

Filed by

Heritage Wealth Management, Inc. /CA/