HERITAGE OAK WEALTH ADVISORS LLC SEC EDGAR Filings (CIK 0002035533)

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

Business address
105 Garfeld St, Santa Rosa Beach, FL, 32459
Top securities (13F)
WMT, BIL, QQQ, JPST, KHPI, KAMO, ITOT, AAPL, GLD, HYLB, XME, USHY, PLNT, IVV, QQQM, IAI, SPHY, SGOV, SMH, and YOLO
State of incorporation
FL
Fiscal year end
31 December
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HERITAGE OAK WEALTH ADVISORS LLC has filed 9 SEC EDGAR filings since 28 Aug 2024

Latest Filings

Recent SEC filings for HERITAGE OAK WEALTH ADVISORS 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 21 Jan 2026 31 Dec 2025 028-24350
13F-HR Open 13F-HR document View SEC filing for 13F-HR 20 Oct 2025 30 Sep 2025 028-24350
N-PX Open N-PX document View SEC filing for N-PX 05 Aug 2025 30 Jun 2025 028-24350
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Jul 2025 30 Jun 2025 028-24350
13F-HR Open 13F-HR document View SEC filing for 13F-HR 28 Apr 2025 31 Mar 2025 028-24350
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 Feb 2025 31 Dec 2024 028-24350
13F-HR Open 13F-HR document View SEC filing for 13F-HR 23 Oct 2024 30 Sep 2024 028-24350
N-PX Open N-PX document View SEC filing for N-PX 29 Aug 2024 30 Jun 2024 028-24350
13F-HR Open 13F-HR document View SEC filing for 13F-HR 28 Aug 2024 30 Jun 2024 028-24350

About this filer

HERITAGE OAK WEALTH ADVISORS LLC files with the SEC under CIK 0002035533. 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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