Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001986152-25-000007
Filing Date
2025-01-24
Accepted
2025-01-24 16:29:55
Documents
2
Period of Report
2024-12-31
Effectiveness Date
2025-01-24

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2006
2 holistic1122024.html INFORMATION TABLE  
2 holistic1122024.xml INFORMATION TABLE 83113
  Complete submission text file 0001986152-25-000007.txt   86309
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)

EIN.: 922684976 | State of Incorp.: DE | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-23827 | Film No.: 25554563