Heritage Wealth Partners, LLC SEC EDGAR Filings (CIK 0001963794)

SEC EDGAR filings, ownership reports, and insider transactions for Heritage Wealth Partners, LLC.

Business address
6215 Emerald Parkway, Unit 1, Dublin, OH, 43016
Top securities (13F)
GLD, IVV, BRKB, QQQ, NVDA, DIA, AAPL, PAPR, MSFT, AMZN, GOOGL, BIL, META, SCHZ, XOM, SHV, IUSB, QQQM, JPST, and ROK
State of incorporation
OH
Fiscal year end
31 December
⭐ Add to watchlist ⭐
Heritage Wealth Partners, LLC has filed 11 SEC EDGAR filings since 10 Feb 2023

Latest Filings

Recent SEC filings for Heritage Wealth Partners, 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 14 May 2025 31 Mar 2025 028-22888
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Jan 2025 31 Dec 2024 028-22888
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Oct 2024 30 Sep 2024 028-22888
N-PX Open N-PX document View SEC filing for N-PX 12 Jul 2024 30 Jun 2024 028-22888
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 Jul 2024 30 Jun 2024 028-22888
13F-HR Open 13F-HR document View SEC filing for 13F-HR 25 Apr 2024 31 Mar 2024 028-22888
13F-HR Open 13F-HR document View SEC filing for 13F-HR 19 Jan 2024 31 Dec 2023 028-22888
13F-HR Open 13F-HR document View SEC filing for 13F-HR 18 Oct 2023 30 Sep 2023 028-22888
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Aug 2023 30 Jun 2023 028-22888
13F-HR Open 13F-HR document View SEC filing for 13F-HR 04 May 2023 31 Mar 2023 028-22888
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Feb 2023 31 Dec 2022 028-22888

About this filer

Heritage Wealth Partners, LLC files with the SEC under CIK 0001963794. 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.

Related pages