HERITAGE WEALTH MANAGEMENT, LLC SEC EDGAR Filings (CIK 0001834505)

SEC EDGAR filings, ownership reports, and insider transactions for HERITAGE WEALTH MANAGEMENT, LLC.

Business address
2355 E. Camelback Road, Suite 330, Phoenix, AZ, 85016
Top securities (13F)
SPEM, SMMD, EFA, USHY, IVV, AGG, EMB, IEFA, MSFT, AAPL, XPEL, KLAC, IEMG, AVGO, SPLG, IWM, ADI, SYK, ACN, and LOW
State of incorporation
AZ
Fiscal year end
31 December
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HERITAGE WEALTH MANAGEMENT, LLC has filed 11 SEC EDGAR filings since 16 Jul 2021

Latest Filings

Recent SEC filings for HERITAGE WEALTH MANAGEMENT, LLC including 13F-HR, N-PX.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 30 Jul 2024 30 Jun 2024 028-21295
N-PX Open N-PX document View SEC filing for N-PX 15 Jul 2024 30 Jun 2024 028-21295
13F-HR Open 13F-HR document View SEC filing for 13F-HR 25 Apr 2024 31 Mar 2024 028-21295
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 Feb 2024 31 Dec 2023 028-21295
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Feb 2023 31 Dec 2022 028-21295
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Nov 2022 30 Sep 2022 028-21295
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Aug 2022 31 Mar 2022 028-21295
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Aug 2022 30 Jun 2022 028-21295
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Nov 2021 30 Sep 2021 028-21295
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Aug 2021 30 Jun 2021 028-21295
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Jul 2021 31 Mar 2021 028-21295

About this filer

HERITAGE WEALTH MANAGEMENT, LLC files with the SEC under CIK 0001834505. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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