Filing History
HERITAGE OAK WEALTH ADVISORS LLC
7 parsed filings · CIK 0002035533
- 13F HOLDINGS REPORTQ/E Dec 202579 pos · $270.5MSEC
- 13F HOLDINGS REPORTQ/E Sep 202585 pos · $275.2MSEC
- 13F HOLDINGS REPORTQ/E Jun 202573 pos · $258.9MSEC
- 13F HOLDINGS REPORTQ/E Mar 202569 pos · $227.6MSEC
- 13F HOLDINGS REPORTQ/E Dec 202476 pos · $212.9MSEC
- 13F HOLDINGS REPORTQ/E Sep 2024149 pos · $217.1MSEC
- 13F HOLDINGS REPORTQ/E Jun 202488 pos · $197.8MSEC