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Heritage Wealth Management, LLCGrowth

CIK: 0001834505 | PHOENIX, AZ

Q1 2024 vs Q2 2024 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2024
13F-HR168$180.2M2024-07-30SEC ↗
Q1 2024
13F-HR177$196.4M2024-04-25SEC ↗
Q4 2023
13F-HR168$184.5M2024-02-06SEC ↗
Q4 2022
13F-HR1077$700.1M2023-02-13SEC ↗
Q3 2022
13F-HR1058$11.5M2022-11-14SEC ↗
Q2 2022
13F-HR988$300.5M2022-08-15SEC ↗
Q1 2022
13F-HR1006$11.1M2022-08-15SEC ↗
Q3 2021
13F-HR900$6.7M2021-11-10SEC ↗
Q2 2021
13F-HR892$6.7M2021-08-11SEC ↗
Q1 2021
13F-HR725$5.2M2021-07-16SEC ↗