HERITAGE WEALTH MANAGEMENT, LLC

All 13F Portfolio Filings

Most recent 13F
Q4 2022
Location
Phoenix, AZ
CIK
0001834505
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q4 2022 1,077 700,068 13F-HR 2/13/2023 000183450523000004 HERITAGE WEALTH MANAGEMENT, LLC
Q3 2022 1,058 311,247 13F-HR 11/14/2022 000183450522000003 HERITAGE WEALTH MANAGEMENT, LLC
Q2 2022 988 300,474 13F-HR 8/15/2022 000183450522000001 HERITAGE WEALTH MANAGEMENT, LLC
Q1 2022 1,006 370,118 13F-HR 8/15/2022 000183450522000002 HERITAGE WEALTH MANAGEMENT, LLC
Q3 2021 900 281,150 13F-HR 11/10/2021 000183450521000004 HERITAGE WEALTH MANAGEMENT, LLC
Q2 2021 892 263,814 13F-HR 8/11/2021 000183450521000003 HERITAGE WEALTH MANAGEMENT, LLC
Q1 2021 725 177,517 13F-HR 7/16/2021 000183450521000002 HERITAGE WEALTH MANAGEMENT, LLC