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Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001765380-23-000215
Filing Date
2023-11-08
Accepted
2023-11-08 15:02:47
Documents
2
Period of Report
2023-09-30
Effectiveness Date
2023-11-08

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 1914
2 13q32023holistic.html INFORMATION TABLE  
2 13q32023holistic.xml INFORMATION TABLE 56724
  Complete submission text file 0001765380-23-000215.txt   59806
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.: 231387422