Filing History
Heritage Wealth Management, Inc.
7 parsed filings · CIK 0001944755
- 13F HOLDINGS REPORTQ/E Dec 2025258 pos · $359.6MSEC
- 13F HOLDINGS REPORTQ/E Sep 2025248 pos · $340.6MSEC
- 13F HOLDINGS REPORTQ/E Jun 2025239 pos · $309.0MSEC
- 13F HOLDINGS REPORTQ/E Mar 2025228 pos · $293.8MSEC
- 13F HOLDINGS REPORTQ/E Dec 2024224 pos · $300.8MSEC
- 13F HOLDINGS REPORTQ/E Sep 2024229 pos · $305.0MSEC
- 13F HOLDINGS REPORTQ/E Sep 2024223 pos · $298.3MSEC