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Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001765380-22-000157
Filing Date
2022-11-09
Accepted
2022-11-09 14:16:26
Documents
2
Period of Report
2022-09-30
Effectiveness Date
2022-11-09

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 1871
2 holisticq3202213f.html INFORMATION TABLE  
2 holisticq3202213f.xml INFORMATION TABLE 52044
  Complete submission text file 0001765380-22-000157.txt   55084
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.: 221371940