Filing History
Holistic Financial Partners
12 parsed filings · CIK 0001729304
- 13F HOLDINGS REPORTQ/E Dec 2025136 pos · $275.8MSEC
- 13F HOLDINGS REPORTQ/E Sep 2025139 pos · $244.2MSEC
- 13F HOLDINGS REPORTQ/E Jun 2025128 pos · $228.5MSEC
- 13F HOLDINGS REPORTQ/E Mar 2025123 pos · $207.5MSEC
- 13F HOLDINGS REPORTQ/E Dec 2024123 pos · $201.4MSEC
- 13F HOLDINGS REPORTQ/E Sep 2024121 pos · $207.8MSEC
- 13F HOLDINGS REPORTQ/E Jun 2024120 pos · $199.3MSEC
- 13F HOLDINGS REPORTQ/E Mar 2024136 pos · $196.8MSEC
- 13F HOLDINGS REPORTQ/E Dec 2023107 pos · $150.6MSEC
- 13F HOLDINGS REPORTQ/E Sep 2023109 pos · $143.9MSEC
- 13F HOLDINGS REPORTQ/E Jun 2023107 pos · $127.8MSEC
- 13F HOLDINGS REPORTQ/E Mar 202395 pos · $111.7MSEC