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. 0001765380-19-000050
Filing Date
2019-05-07
Accepted
2019-05-07 10:02:44
Documents
2
Period of Report
2019-03-31
Effectiveness Date
2019-05-07

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 1893
2 Holistic.html INFORMATION TABLE  
2 Holistic.xml INFORMATION TABLE 87622
  Complete submission text file 0001765380-19-000050.txt   90674
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.: 19801623