Recent Filings
- 13F-HR108.0 KBUPTICK PARTNERS, LLCNov 4, 10:43 AM ET·0001986152-25-000099
- 13F-HR107.1 KBUPTICK PARTNERS, LLCJul 28, 3:33 PM ET·0001986152-25-000054
- 13F-HR93.5 KBHolistic Planning, LLCApr 23, 6:05 PM ET·0001986152-25-000034
- 13F-HR86.3 KBHolistic Planning, LLCJan 24, 4:29 PM ET·0001986152-25-000007
- 13F-HR82.6 KBHolistic Planning, LLCNov 1, 2:57 PM ET·0001986152-24-000053
- 13F-HR61.6 KBHolistic Planning, LLCJul 22, 12:10 PM ET·0001986152-24-000029
- 13F-HR61.9 KBHolistic Planning, LLCMay 1, 12:11 PM ET·0001986152-24-000013
- 13F-HR76.8 KBHolistic Planning, LLCFeb 14, 9:25 AM ET·0002005353-24-000001
Insiders
0No insiders on record
Tickers
No tickers on record
Addresses
business
777 EAST AUSTIN ST.
NACOGDOCHES, TX, 75965
mailing
777 EAST AUSTIN ST.
NACOGDOCHES, TX, 75965
Former Names
- Holistic Planning, LLC2025-04-24