Holistic Financial Partners - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Holistic Financial Partners going back to Feb. 9, 2018
- Holistic Financial Partners 2024 Q1 - filed May 8, 2024 - new!
- Holistic Financial Partners 2023 Q4 - filed Feb. 12, 2024
- Holistic Financial Partners 2023 Q3 - filed Nov. 8, 2023
- Holistic Financial Partners 2023 Q2 - filed Aug. 9, 2023
- Holistic Financial Partners 2023 Q1 - filed May 4, 2023
- Holistic Financial Partners 2022 Q4 - filed Feb. 7, 2023
- Holistic Financial Partners 2022 Q3 - filed Nov. 9, 2022
- Holistic Financial Partners 2022 Q2 - filed Aug. 2, 2022
- Holistic Financial Partners 2022 Q1 - filed May 13, 2022
- Holistic Financial Partners 2021 Q4 - filed Feb. 11, 2022
- Holistic Financial Partners 2021 Q3 - filed Nov. 12, 2021
- Holistic Financial Partners 2021 Q2 - filed Aug. 13, 2021
- Holistic Financial Partners 2021 Q1 - filed May 11, 2021
- Holistic Financial Partners 2020 Q4 - filed Feb. 10, 2021
- Holistic Financial Partners 2020 Q3 - filed Nov. 13, 2020
- Holistic Financial Partners 2020 Q2 - filed Aug. 13, 2020
- Holistic Financial Partners 2020 Q1 - filed May 5, 2020
- Holistic Financial Partners 2019 Q4 - filed Feb. 6, 2020
- Holistic Financial Partners 2019 Q3 - filed Nov. 7, 2019
- Holistic Financial Partners 2019 Q2 - filed Aug. 7, 2019
- Holistic Financial Partners 2019 Q1 - filed May 7, 2019
- Holistic Financial Partners 2018 Q4 - filed Feb. 11, 2019
- Holistic Financial Partners 2018 Q3 - filed Nov. 5, 2018
- Holistic Financial Partners 2018 Q2 - filed Aug. 14, 2018
- Holistic Financial Partners 2018 Q1 - filed May 14, 2018
- Holistic Financial Partners 2017 Q4 - filed Feb. 9, 2018