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Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001765380-24-000200
Filing Date
2024-05-08
Accepted
2024-05-08 10:59:07
Documents
2
Period of Report
2024-03-31
Effectiveness Date
2024-05-08

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2000
2 holistic13fq12024.html INFORMATION TABLE  
2 holistic13fq12024.xml INFORMATION TABLE 76444
  Complete submission text file 0001765380-24-000200.txt   79645
Mailing Address 9959 CROSSPOINT BLVD INDIANAPOLIS IN 46256
Business Address 9959 CROSSPOINT BLVD INDIANAPOLIS IN 46256 317-550-3400
Holistic Financial Partners (Filer) CIK: 0001729304 (see all company filings)

IRS No.: 474167180 | State of Incorp.: IN | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-18305 | Film No.: 24924762