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. 0001765380-21-000061
Filing Date
2021-05-11
Accepted
2021-05-11 09:58:59
Documents
2
Period of Report
2021-03-31
Effectiveness Date
2021-05-11

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 1872
2 holistic.html INFORMATION TABLE  
2 holistic.xml INFORMATION TABLE 56878
  Complete submission text file 0001765380-21-000061.txt   59909
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.: 21909986