SEC Seal
SEC Banner
Search the Next-Generation EDGAR System
Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001398344-23-020329
Filing Date
2023-11-09
Accepted
2023-11-09 08:54:30
Documents
2
Period of Report
2023-09-30
Effectiveness Date
2023-11-09

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2188
2 fp0085556-1_13fhr-table.html INFORMATION TABLE  
2 fp0085556-1_13fhr-table.xml INFORMATION TABLE 110755
  Complete submission text file 0001398344-23-020329.txt   114177
Mailing Address 6920 POINTE INVERNESS WAY SUITE 230 FORT WAYNE IN 46804
Business Address 6920 POINTE INVERNESS WAY SUITE 230 FORT WAYNE IN 46804 260-420-7732
PHILLIPS FINANCIAL MANAGEMENT, LLC (Filer) CIK: 0001350660 (see all company filings)

IRS No.: 201131890 | State of Incorp.: IN | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-11590 | Film No.: 231390265