Holistic Financial Partners
CIK 1729304 · other company. SEC filings, financial statements, 10-K sections, 8-K items and insider trades for Holistic Financial Partners.
Recent SEC filings
| Filed | Form | Accession number |
|---|---|---|
| Aug 6, 2026 | N-PX | 0001729304-26-000004 |
| Jul 23, 2026 | 13F-HR | 0001765380-26-000225 |
| May 5, 2026 | 13F-HR | 0001729304-26-000003 |
| Jan 7, 2026 | 13F-HR | 0001729304-26-000001 |
| Aug 12, 2025 | N-PX | 0001765380-25-000349 |
| Aug 5, 2025 | 13F-HR | 0001765380-25-000285 |
| May 6, 2025 | 13F-HR | 0001765380-25-000171 |
| Feb 4, 2025 | 13F-HR | 0001765380-25-000036 |
| Nov 7, 2024 | 13F-HR | 0001765380-24-000410 |
| Aug 6, 2024 | N-PX | 0001765380-24-000283 |
| Jul 30, 2024 | 13F-HR | 0001765380-24-000248 |
| Feb 14, 2024 | 13F-HR/A | 0001765380-24-000145 |
| Feb 12, 2024 | 13F-HR | 0001765380-24-000065 |
| Nov 8, 2023 | 13F-HR | 0001765380-23-000215 |
| Aug 9, 2023 | 13F-HR | 0001765380-23-000165 |
| May 4, 2023 | 13F-HR | 0001765380-23-000084 |
| Feb 7, 2023 | 13F-HR | 0001765380-23-000017 |
| Nov 9, 2022 | 13F-HR | 0001765380-22-000157 |
| Aug 2, 2022 | 13F-HR | 0001765380-22-000101 |
| May 13, 2022 | 13F-HR | 0001765380-22-000080 |
| Feb 11, 2022 | 13F-HR | 0001765380-22-000032 |
| Nov 12, 2021 | 13F-HR | 0001765380-21-000120 |
| Aug 13, 2021 | 13F-HR | 0001765380-21-000093 |
| May 11, 2021 | 13F-HR | 0001765380-21-000061 |
| Feb 10, 2021 | 13F-HR | 0001765380-21-000030 |