Holistic Planning, LLC

Entity
Company
Business address
777 East Austin St., 75965 Nacogdoches, TX
Phone
936-800-0800
State of incorporation
DE
Fiscal year end
December 31
Signature 13F
Tammi Ellis - Compliance Consultant
All SEC filings
View on sec.gov
Holistic Planning, LLC has filed 9 SEC EDGAR filings since 2/14/2024

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
N-PX Open Document Open Filing Aug 26, 2025 Jun 30, 2025 028-23827
13F-HR Open Document Open Filing Jul 28, 2025 Jun 30, 2025 028-23827
13F-HR Open Document Open Filing Apr 24, 2025 Mar 31, 2025 028-23827
13F-HR Open Document Open Filing Jan 24, 2025 Dec 31, 2024 028-23827
13F-HR Open Document Open Filing Nov 1, 2024 Sep 30, 2024 028-23827
N-PX Open Document Open Filing Jul 22, 2024 Jun 30, 2024 028-23827
13F-HR Open Document Open Filing Jul 22, 2024 Jun 30, 2024 028-23827
13F-HR Open Document Open Filing May 1, 2024 Mar 31, 2024 028-23827
13F-HR Open Document Open Filing Feb 14, 2024 Dec 31, 2023 028-23827