Filing History
Heritage Wealth Management, Inc./Texas
12 parsed filings · CIK 0001966400
- 13F HOLDINGS REPORTQ/E Dec 202538 pos · $230.4MSEC
- 13F HOLDINGS REPORTQ/E Sep 202539 pos · $226.8MSEC
- 13F HOLDINGS REPORTQ/E Jun 202535 pos · $201.3MSEC
- 13F HOLDINGS REPORTQ/E Mar 202535 pos · $172.6MSEC
- 13F HOLDINGS REPORTQ/E Dec 202431 pos · $169.9MSEC
- 13F HOLDINGS REPORTQ/E Sep 202439 pos · $172.5MSEC
- 13F HOLDINGS REPORTQ/E Jun 202438 pos · $160.5MSEC
- 13F HOLDINGS REPORTQ/E Mar 202436 pos · $154.0MSEC
- 13F HOLDINGS REPORTQ/E Dec 202326 pos · $110.2MSEC
- 13F HOLDINGS REPORTQ/E Sep 202325 pos · $113.0MSEC
- 13F HOLDINGS REPORTQ/E Jun 202324 pos · $103.9MSEC
- 13F HOLDINGS REPORTQ/E Mar 202327 pos · $98.6MSEC