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Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001986152-24-000013
Filing Date
2024-05-01
Accepted
2024-05-01 12:11:42
Documents
2
Period of Report
2024-03-31
Effectiveness Date
2024-05-01

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2020
2 informationtable31032024.html INFORMATION TABLE  
2 informationtable31032024.xml INFORMATION TABLE 58712
  Complete submission text file 0001986152-24-000013.txt   61931
Mailing Address 777 EAST AUSTIN ST. NACOGDOCHES TX 75965
Business Address 777 EAST AUSTIN ST. NACOGDOCHES TX 75965 936-800-0800
Holistic Planning, LLC (Filer) CIK: 0002005353 (see all company filings)

IRS No.: 922684976 | State of Incorp.: DE | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-23827 | Film No.: 24901564