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. 0001765380-19-000015
Filing Date
2019-02-11
Accepted
2019-02-11 10:22:00
Documents
2
Period of Report
2018-12-31
Effectiveness Date
2019-02-11

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 1891
2 Holistic13F.html INFORMATION TABLE  
2 Holistic13F.xml INFORMATION TABLE 35981
  Complete submission text file 0001765380-19-000015.txt   39034
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.: 19582742