Holistic Financial Partners

Entity
Company
Business address
9959 Crosspoint Blvd, 46256 Indianapolis, IN
Phone
317-550-3400
State of incorporation
IN
Fiscal year end
December 31
Signature 13F
Andy Armstrong - Chief Compliance Officer
All SEC filings
View on sec.gov
Holistic Financial Partners has filed 34 SEC EDGAR filings since 2/9/2018

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
N-PX Open Document Open Filing Aug 12, 2025 Jun 30, 2025 028-18305
13F-HR Open Document Open Filing Aug 5, 2025 Jun 30, 2025 028-18305
13F-HR Open Document Open Filing May 6, 2025 Mar 31, 2025 028-18305
13F-HR Open Document Open Filing Feb 4, 2025 Dec 31, 2024 028-18305
13F-HR Open Document Open Filing Nov 7, 2024 Sep 30, 2024 028-18305
N-PX Open Document Open Filing Aug 6, 2024 Jun 30, 2024 028-18305
13F-HR Open Document Open Filing Jul 30, 2024 Jun 30, 2024 028-18305
13F-HR Open Document Open Filing May 8, 2024 Mar 31, 2024 028-18305
13F-HR/A Open Document Open Filing Feb 14, 2024 Dec 31, 2023 028-18305
13F-HR Open Document Open Filing Feb 12, 2024 Dec 31, 2023 028-18305
13F-HR Open Document Open Filing Nov 8, 2023 Sep 30, 2023 028-18305
13F-HR Open Document Open Filing Aug 9, 2023 Jun 30, 2023 028-18305
13F-HR Open Document Open Filing May 4, 2023 Mar 31, 2023 028-18305
13F-HR Open Document Open Filing Feb 7, 2023 Dec 31, 2022 028-18305
13F-HR Open Document Open Filing Nov 9, 2022 Sep 30, 2022 028-18305
13F-HR Open Document Open Filing Aug 2, 2022 Jun 30, 2022 028-18305
13F-HR Open Document Open Filing May 13, 2022 Mar 31, 2022 028-18305
13F-HR Open Document Open Filing Feb 11, 2022 Dec 31, 2021 028-18305
13F-HR Open Document Open Filing Nov 12, 2021 Sep 30, 2021 028-18305
13F-HR Open Document Open Filing Aug 13, 2021 Jun 30, 2021 028-18305
13F-HR Open Document Open Filing May 11, 2021 Mar 31, 2021 028-18305
13F-HR Open Document Open Filing Feb 10, 2021 Dec 31, 2020 028-18305
13F-HR Open Document Open Filing Nov 13, 2020 Sep 30, 2020 028-18305
13F-HR Open Document Open Filing Aug 13, 2020 Jun 30, 2020 028-18305
13F-HR Open Document Open Filing May 5, 2020 Mar 31, 2020 028-18305
13F-HR Open Document Open Filing Feb 6, 2020 Dec 31, 2019 028-18305
13F-HR Open Document Open Filing Nov 7, 2019 Sep 30, 2019 028-18305
13F-HR Open Document Open Filing Aug 7, 2019 Jun 30, 2019 028-18305
13F-HR Open Document Open Filing May 7, 2019 Mar 31, 2019 028-18305
13F-HR Open Document Open Filing Feb 11, 2019 Dec 31, 2018 028-18305
13F-HR Open Document Open Filing Nov 5, 2018 Sep 30, 2018 028-18305
13F-HR Open Document Open Filing Aug 14, 2018 Jun 30, 2018 028-18305
13F-HR Open Document Open Filing May 14, 2018 Mar 31, 2018 028-18305
13F-HR Open Document Open Filing Feb 9, 2018 Dec 31, 2017 028-18305