Heritage Wealth Management, Inc. /CA/ SEC EDGAR Filings (CIK 0002012170)

SEC EDGAR filings, ownership reports, and insider transactions for Heritage Wealth Management, Inc. /CA/.

Business address
11440 W Bernardo Ct, Ste 390, San Diego, CA, 92127
Top securities (13F)
AVLV, SCHG, AAPL, VGSH, AVGO, PLTR, DFAC, SCHR, SGOV, LQD, BND, TOTL, CMF, TLT, MSFT, IJJ, MDYG, VBK, AVUV, and DFAE
State of incorporation
CA
Fiscal year end
31 December
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Heritage Wealth Management, Inc. /CA/ has filed 10 SEC EDGAR filings since 14 Feb 2024

Latest Filings

Recent SEC filings for Heritage Wealth Management, Inc. /CA/ 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 05 Nov 2025 30 Sep 2025 028-23941
N-PX Open N-PX document View SEC filing for N-PX 28 Jul 2025 30 Jun 2025 028-23941
13F-HR Open 13F-HR document View SEC filing for 13F-HR 28 Jul 2025 30 Jun 2025 028-23941
13F-HR Open 13F-HR document View SEC filing for 13F-HR 30 Apr 2025 31 Mar 2025 028-23941
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Feb 2025 31 Dec 2024 028-23941
13F-HR Open 13F-HR document View SEC filing for 13F-HR 18 Oct 2024 30 Sep 2024 028-23941
N-PX Open N-PX document View SEC filing for N-PX 08 Aug 2024 30 Jun 2024 028-23941
13F-HR Open 13F-HR document View SEC filing for 13F-HR 25 Jul 2024 30 Jun 2024 028-23941
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 May 2024 31 Mar 2024 028-23941
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Feb 2024 31 Dec 2023 028-23941

About this filer

Heritage Wealth Management, Inc. /CA/ files with the SEC under CIK 0002012170. 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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