Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001398344-24-014104
Filing Date
2024-08-08
Accepted
2024-08-08 11:50:18
Documents
2
Period of Report
2024-06-30
Effectiveness Date
2024-08-08

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2188
2 fp0089091-1_13fhr-table.html INFORMATION TABLE  
2 fp0089091-1_13fhr-table.xml INFORMATION TABLE 126213
  Complete submission text file 0001398344-24-014104.txt   129668
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)

EIN.: 201131890 | State of Incorp.: IN | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-11590 | Film No.: 241186975