Holistic Financial Partners

New filing · SEC EDGAR

This page reproduces a recorded source event. It is not a live quote, forecast, recommendation or legal conclusion.

Event type

filing.new

Occurred

2026-07-23

Reported

2026-07-23

Disclosure lag

0 days

Context

links are based on the recorded entity type

Field	Recorded value
Entity	Holistic Financial Partners
Source	SEC EDGAR ↗
Source identifier	—
Event ID	#19390

Recorded payload

JSON payload as stored after parsing

{
  "accession": "0001765380-26-000225",
  "cik": "1729304",
  "company_name": "Holistic Financial Partners",
  "form": "13F-HR",
  "source_path": "edgar/data/1729304/0001765380-26-000225.txt"
}

Source: Open recorded SEC filing

Source: SEC EDGAR · as of 2026-07-23T00:00:00Z