Holistic Financial Partners

All 13F Portfolio Filings

Most recent 13F
Q3 2023
Location
Indianapolis, IN
CIK
0001729304
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q3 2023 107 150,630 13F-HR 11/8/2023 000176538023000215 Holistic Financial Partners
Q2 2023 109 143,905 13F-HR 8/9/2023 000176538023000165 Holistic Financial Partners
Q1 2023 107 127,771 13F-HR 5/4/2023 000176538023000084 Holistic Financial Partners
Q4 2022 95 111,684 13F-HR 2/7/2023 000176538023000017 Holistic Financial Partners
Q3 2022 90 101,024 13F-HR 11/9/2022 000176538022000157 Holistic Financial Partners
Q2 2022 92 106,006 13F-HR 8/2/2022 000176538022000101 Holistic Financial Partners
Q1 2022 116 157,350 13F-HR 5/13/2022 000176538022000080 Holistic Financial Partners
Q4 2021 122 172,496 13F-HR 2/11/2022 000176538022000032 Holistic Financial Partners
Q3 2021 102 162,211 13F-HR 11/12/2021 000176538021000120 Holistic Financial Partners
Q2 2021 130 167,542 13F-HR 8/13/2021 000176538021000093 Holistic Financial Partners
Q1 2021 106 151,563 13F-HR 5/11/2021 000176538021000061 Holistic Financial Partners
Q4 2020 119 144,922 13F-HR 2/10/2021 000176538021000030 Holistic Financial Partners
Q3 2020 116 124,650 13F-HR 11/13/2020 000176538020000100 Holistic Financial Partners
Q2 2020 104 115,870 13F-HR 8/13/2020 000176538020000078 Holistic Financial Partners
Q1 2020 97 96,424 13F-HR 5/5/2020 000176538020000047 Holistic Financial Partners
Q4 2019 111 167,216 13F-HR 2/6/2020 000176538020000028 Holistic Financial Partners
Q3 2019 91 112,744 13F-HR 11/7/2019 000176538019000111 Holistic Financial Partners
Q2 2019 83 100,348 13F-HR 8/7/2019 000176538019000087 Holistic Financial Partners
Q1 2019 165 237,562 13F-HR 5/7/2019 000176538019000050 Holistic Financial Partners
Q4 2018 68 95,955 13F-HR 2/11/2019 000176538019000015 Holistic Financial Partners
Q3 2018 82 107,184 13F-HR 11/5/2018 000172930418000003 Holistic Financial Partners
Q2 2018 34 87,367 13F-HR 8/14/2018 000095012318008610 Holistic Financial Partners
Q1 2018 445 119,933 13F-HR 5/14/2018 000095012318005257 Holistic Financial Partners
Q4 2017 452 121,673 13F-HR 2/9/2018 000095012318001201 Holistic Financial Partners