Disclosure Quest - Search SEC Filings

Name	Type of Offering	Accepted Date
Lakewood Ranch SFR II DST See All Filings	D/A	2023-09-28 10:41:48 UTC
Amount To Be Raised $62,589,462 Associated Brokers / Dealers Whitehall-Parker Securities, Inc., Lightpath Capital, Inc., Cabot Lodge Securities LLC, The Strategic Financial Alliance, Inc., DAI Securities, LLC, Securities America, Inc., Arkadios Capital, Invicta Capital LLC, Triad Advisors LLC, Avantax Investment Services, Inc., Concorde Investment Services, LLC, Royal Alliance Associates, Inc., APW Capital, Inc., Cetera Advisor Networks LLC, Vanderbilt Securities, LLC, Realized Financial, Inc., DFPG Investments, LLC, Titan Securities, Cetera Advisors LLC, Sagepoint Financial, Inc., Emerson Equity LLC, Wealthforge Securities, LLC, Great Point Capital LLC, Arete Wealth Management, LLC, JRL Capital Corporation, Woodbury Financial Services, Inc., American Portfolios Financial Services, Inc., Berthel, Fisher & Company Financial Services, Inc., Colorado Financial Service Corporation, and Purshe Kaplan Sterling Investments CIK Number 0001946340 Filed Document 0001946340-23-000014 Exclusions or Exemptions 506b Accepted Date 2023-09-28 10:41:48 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business ILLINOIS Revenue or Assets Decline to Disclose Type of Security Equity
Lakewood Ranch SFR II DST See All Filings	D/A	2023-08-25 13:56:17 UTC
Amount To Be Raised $62,589,462 Associated Brokers / Dealers Whitehall-Parker Securities, Inc., Lightpath Capital, Inc., Cabot Lodge Securities LLC, The Strategic Financial Alliance, Inc., DAI Securities, LLC, Securities America, Inc., Arkadios Capital, Invicta Capital LLC, Triad Advisors LLC, Avantax Investment Services, Inc., Concorde Investment Services, LLC, Royal Alliance Associates, Inc., APW Capital, Inc., Cetera Advisor Networks LLC, Vanderbilt Securities, LLC, Realized Financial, Inc., DFPG Investments, LLC, Titan Securities, Cetera Advisors LLC, Sagepoint Financial, Inc., Emerson Equity LLC, Wealthforge Securities, LLC, Great Point Capital LLC, Arete Wealth Management, LLC, JRL Capital Corporation, Woodbury Financial Services, Inc., American Portfolios Financial Services, Inc., Berthel, Fisher & Company Financial Services, Inc., Colorado Financial Service Corporation, and Purshe Kaplan Sterling Investments CIK Number 0001946340 Filed Document 0001946340-23-000013 Exclusions or Exemptions 506b Accepted Date 2023-08-25 13:56:17 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business ILLINOIS Revenue or Assets Decline to Disclose Type of Security Equity
Lakewood Ranch SFR II DST See All Filings	D/A	2023-06-09 11:43:00 UTC
Amount To Be Raised $62,589,462 Associated Brokers / Dealers Whitehall-Parker Securities, Inc., Lightpath Capital, Inc., Cabot Lodge Securities LLC, The Strategic Financial Alliance, Inc., DAI Securities, LLC, Securities America, Inc., Arkadios Capital, Invicta Capital LLC, Triad Advisors LLC, Avantax Investment Services, Inc., Concorde Investment Services, LLC, Royal Alliance Associates, Inc., APW Capital, Inc., Cetera Advisor Networks LLC, Vanderbilt Securities, LLC, Realized Financial, Inc., DFPG Investments, LLC, Titan Securities, Cetera Advisors LLC, Sagepoint Financial, Inc., Emerson Equity LLC, Wealthforge Securities, LLC, Great Point Capital LLC, Arete Wealth Management, LLC, JRL Capital Corporation, Woodbury Financial Services, Inc., American Portfolios Financial Services, Inc., Berthel, Fisher & Company Financial Services, Inc., Colorado Financial Service Corporation, and Purshe Kaplan Sterling Investments CIK Number 0001946340 Filed Document 0001946340-23-000012 Exclusions or Exemptions 506b Accepted Date 2023-06-09 11:43:00 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business ILLINOIS Revenue or Assets Decline to Disclose Type of Security Equity
Lakewood Ranch SFR II DST See All Filings	D/A	2023-05-24 10:38:40 UTC
Amount To Be Raised $62,589,462 Associated Brokers / Dealers Whitehall-Parker Securities, Inc., Lightpath Capital, Inc., Cabot Lodge Securities LLC, The Strategic Financial Alliance, Inc., DAI Securities, LLC, Securities America, Inc., Arkadios Capital, Invicta Capital LLC, Triad Advisors LLC, Avantax Investment Services, Inc., Concorde Investment Services, LLC, Royal Alliance Associates, Inc., APW Capital, Inc., Cetera Advisor Networks LLC, Vanderbilt Securities, LLC, Realized Financial, Inc., DFPG Investments, LLC, Titan Securities, Cetera Advisors LLC, Sagepoint Financial, Inc., Emerson Equity LLC, Wealthforge Securities, LLC, Great Point Capital LLC, Arete Wealth Management, LLC, JRL Capital Corporation, Woodbury Financial Services, Inc., American Portfolios Financial Services, Inc., Berthel, Fisher & Company Financial Services, Inc., Colorado Financial Service Corporation, and Purshe Kaplan Sterling Investments CIK Number 0001946340 Filed Document 0001946340-23-000011 Exclusions or Exemptions 506b Accepted Date 2023-05-24 10:38:40 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business ILLINOIS Revenue or Assets Decline to Disclose Type of Security Equity
Lakewood Ranch SFR II DST See All Filings	D/A	2023-05-10 12:37:35 UTC
Amount To Be Raised $62,589,462 Associated Brokers / Dealers Whitehall-Parker Securities, Inc., Lightpath Capital, Inc., Cabot Lodge Securities LLC, The Strategic Financial Alliance, Inc., DAI Securities, LLC, Securities America, Inc., Arkadios Capital, Invicta Capital LLC, Triad Advisors LLC, Avantax Investment Services, Inc., Concorde Investment Services, LLC, Royal Alliance Associates, Inc., APW Capital, Inc., Cetera Advisor Networks LLC, Vanderbilt Securities, LLC, Realized Financial, Inc., DFPG Investments, LLC, Titan Securities, Cetera Advisors LLC, Sagepoint Financial, Inc., Emerson Equity LLC, Wealthforge Securities, LLC, Great Point Capital LLC, Arete Wealth Management, LLC, JRL Capital Corporation, Woodbury Financial Services, Inc., American Portfolios Financial Services, Inc., and Berthel, Fisher & Company Financial Services, Inc. CIK Number 0001946340 Filed Document 0001946340-23-000010 Exclusions or Exemptions 506b Accepted Date 2023-05-10 12:37:35 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business ILLINOIS Revenue or Assets Decline to Disclose Type of Security Equity
Lakewood Ranch SFR II DST See All Filings	D/A	2023-04-27 10:03:40 UTC
Amount To Be Raised $62,589,462 Associated Brokers / Dealers Whitehall-Parker Securities, Inc., Lightpath Capital, Inc., Cabot Lodge Securities LLC, The Strategic Financial Alliance, Inc., DAI Securities, LLC, Securities America, Inc., Arkadios Capital, Invicta Capital LLC, Triad Advisors LLC, Avantax Investment Services, Inc., Concorde Investment Services, LLC, Royal Alliance Associates, Inc., APW Capital, Inc., Cetera Advisor Networks LLC, Vanderbilt Securities, LLC, Realized Financial, Inc., DFPG Investments, LLC, Titan Securities, Cetera Advisors LLC, Sagepoint Financial, Inc., Emerson Equity LLC, Wealthforge Securities, LLC, Great Point Capital LLC, Arete Wealth Management, LLC, JRL Capital Corporation, Woodbury Financial Services, Inc., American Portfolios Financial Services, Inc., and Berthel, Fisher & Company Financial Services, Inc. CIK Number 0001946340 Filed Document 0001946340-23-000009 Exclusions or Exemptions 506b Accepted Date 2023-04-27 10:03:40 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business ILLINOIS Revenue or Assets Decline to Disclose Type of Security Equity
Lakewood Ranch SFR II DST See All Filings	D/A	2023-04-12 10:12:25 UTC
Amount To Be Raised $62,589,462 Associated Brokers / Dealers Whitehall-Parker Securities, Inc., Lightpath Capital, Inc., Cabot Lodge Securities LLC, The Strategic Financial Alliance, Inc., DAI Securities, LLC, Securities America, Inc., Arkadios Capital, Invicta Capital LLC, Triad Advisors LLC, Avantax Investment Services, Inc., Concorde Investment Services, LLC, Royal Alliance Associates, Inc., APW Capital, Inc., Cetera Advisor Networks LLC, Vanderbilt Securities, LLC, Realized Financial, Inc., DFPG Investments, LLC, Titan Securities, Cetera Advisors LLC, Sagepoint Financial, Inc., Emerson Equity LLC, Wealthforge Securities, LLC, Great Point Capital LLC, Arete Wealth Management, LLC, JRL Capital Corporation, Woodbury Financial Services, Inc., and American Portfolios Financial Services, Inc. CIK Number 0001946340 Filed Document 0001946340-23-000008 Exclusions or Exemptions 506b Accepted Date 2023-04-12 10:12:25 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business ILLINOIS Revenue or Assets Decline to Disclose Type of Security Equity
Lakewood Ranch SFR II DST See All Filings	D/A	2023-03-30 12:54:20 UTC
Amount To Be Raised $62,589,462 Associated Brokers / Dealers Whitehall-Parker Securities, Inc., Lightpath Capital, Inc., Cabot Lodge Securities LLC, The Strategic Financial Alliance, Inc., DAI Securities, LLC, Securities America, Inc., Arkadios Capital, Invicta Capital LLC, Triad Advisors LLC, Avantax Investment Services, Inc., Concorde Investment Services, LLC, Royal Alliance Associates, Inc., APW Capital, Inc., Cetera Advisor Networks LLC, Vanderbilt Securities, LLC, Realized Financial, Inc., DFPG Investments, LLC, Titan Securities, Cetera Advisors LLC, Sagepoint Financial, Inc., Emerson Equity LLC, Wealthforge Securities, LLC, Great Point Capital LLC, Arete Wealth Management, LLC, JRL Capital Corporation, and Woodbury Financial Services, Inc. CIK Number 0001946340 Filed Document 0001946340-23-000007 Exclusions or Exemptions 506b Accepted Date 2023-03-30 12:54:20 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business ILLINOIS Revenue or Assets Decline to Disclose Type of Security Equity
Lakewood Ranch SFR II DST See All Filings	D/A	2023-03-15 13:01:04 UTC
Amount To Be Raised $62,589,462 Associated Brokers / Dealers Whitehall-Parker Securities, Inc., Lightpath Capital, Inc., Cabot Lodge Securities LLC, The Strategic Financial Alliance, Inc., DAI Securities, LLC, Securities America, Inc., Arkadios Capital, Invicta Capital LLC, Triad Advisors LLC, Avantax Investment Services, Inc., Concorde Investment Services, LLC, Royal Alliance Associates, Inc., APW Capital, Inc., Cetera Advisor Networks LLC, Vanderbilt Securities, LLC, Realized Financial, Inc., DFPG Investments, LLC, Titan Securities, Cetera Advisors LLC, Sagepoint Financial, Inc., Emerson Equity LLC, Wealthforge Securities, LLC, Great Point Capital LLC, Arete Wealth Management, LLC, and JRL Capital Corporation CIK Number 0001946340 Filed Document 0001946340-23-000006 Exclusions or Exemptions 506b Accepted Date 2023-03-15 13:01:04 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business ILLINOIS Revenue or Assets Decline to Disclose Type of Security Equity
Lakewood Ranch SFR II DST See All Filings	D/A	2023-03-01 10:44:20 UTC
Amount To Be Raised $62,589,462 Associated Brokers / Dealers Whitehall-Parker Securities, Inc., Lightpath Capital, Inc., Cabot Lodge Securities LLC, The Strategic Financial Alliance, Inc., DAI Securities, LLC, Securities America, Inc., Arkadios Capital, Invicta Capital LLC, Triad Advisors LLC, Avantax Investment Services, Inc., Concorde Investment Services, LLC, Royal Alliance Associates, Inc., APW Capital, Inc., Cetera Advisor Networks LLC, Vanderbilt Securities, LLC, Realized Financial, Inc., DFPG Investments, LLC, Titan Securities, Cetera Advisors LLC, Sagepoint Financial, Inc., Emerson Equity LLC, Wealthforge Securities, LLC, Great Point Capital LLC, Arete Wealth Management, LLC, and JRL Capital Corporation CIK Number 0001946340 Filed Document 0001946340-23-000005 Exclusions or Exemptions 506b Accepted Date 2023-03-01 10:44:20 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business ILLINOIS Revenue or Assets Decline to Disclose Type of Security Equity
Lakewood Ranch SFR II DST See All Filings	D/A	2023-02-15 11:50:18 UTC
Amount To Be Raised $62,589,462 Associated Brokers / Dealers Whitehall-Parker Securities, Inc., Lightpath Capital, Inc., Cabot Lodge Securities LLC, The Strategic Financial Alliance, Inc., DAI Securities, LLC, Securities America, Inc., Arkadios Capital, Invicta Capital LLC, Triad Advisors LLC, Avantax Investment Services, Inc., Concorde Investment Services, LLC, Royal Alliance Associates, Inc., APW Capital, Inc., Cetera Advisor Networks LLC, Vanderbilt Securities, LLC, Realized Financial, Inc., DFPG Investments, LLC, Titan Securities, Cetera Advisors LLC, Sagepoint Financial, Inc., Emerson Equity LLC, Wealthforge Securities, LLC, Great Point Capital LLC, and Arete Wealth Management, LLC CIK Number 0001946340 Filed Document 0001946340-23-000004 Exclusions or Exemptions 506b Accepted Date 2023-02-15 11:50:18 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business ILLINOIS Revenue or Assets Decline to Disclose Type of Security Equity
Lakewood Ranch SFR II DST See All Filings	D/A	2023-02-01 10:00:40 UTC
Amount To Be Raised $62,589,462 Associated Brokers / Dealers Whitehall-Parker Securities, Inc., Lightpath Capital, Inc., Cabot Lodge Securities LLC, The Strategic Financial Alliance, Inc., DAI Securities, LLC, Securities America, Inc., Arkadios Capital, Invicta Capital LLC, Triad Advisors LLC, Avantax Investment Services, Inc., Concorde Investment Services, LLC, Royal Alliance Associates, Inc., APW Capital, Inc., Cetera Advisor Networks LLC, Vanderbilt Securities, LLC, Realized Financial, Inc., DFPG Investments, LLC, Titan Securities, Cetera Advisors LLC, Sagepoint Financial, Inc., Emerson Equity LLC, and Wealthforge Securities, LLC CIK Number 0001946340 Filed Document 0001946340-23-000003 Exclusions or Exemptions 506b Accepted Date 2023-02-01 10:00:40 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business ILLINOIS Revenue or Assets Decline to Disclose Type of Security Equity
Lakewood Ranch SFR II DST See All Filings	D/A	2023-01-18 10:01:54 UTC
Amount To Be Raised $62,589,462 Associated Brokers / Dealers Whitehall-Parker Securities, Inc., Lightpath Capital, Inc., Cabot Lodge Securities LLC, The Strategic Financial Alliance, Inc., DAI Securities, LLC, Securities America, Inc., Arkadios Capital, Invicta Capital LLC, Triad Advisors LLC, Avantax Investment Services, Inc., Concorde Investment Services, LLC, Royal Alliance Associates, Inc., APW Capital, Inc., Cetera Advisor Networks LLC, Vanderbilt Securities, LLC, Realized Financial, Inc., DFPG Investments, LLC, Titan Securities, Cetera Advisors LLC, and Sagepoint Financial, Inc. CIK Number 0001946340 Filed Document 0001946340-23-000002 Exclusions or Exemptions 506b Accepted Date 2023-01-18 10:01:54 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business ILLINOIS Revenue or Assets Decline to Disclose Type of Security Equity
Lakewood Ranch SFR II DST See All Filings	D/A	2023-01-04 10:20:46 UTC
Amount To Be Raised $62,589,462 Associated Brokers / Dealers Whitehall-Parker Securities, Inc., Lightpath Capital, Inc., Cabot Lodge Securities LLC, The Strategic Financial Alliance, Inc., DAI Securities, LLC, Securities America, Inc., Arkadios Capital, Invicta Capital LLC, Triad Advisors LLC, Avantax Investment Services, Inc., Concorde Investment Services, LLC, Royal Alliance Associates, Inc., APW Capital, Inc., Cetera Advisor Networks LLC, Vanderbilt Securities, LLC, Realized Financial, Inc., DFPG Investments, LLC, and Titan Securities CIK Number 0001946340 Filed Document 0001946340-23-000001 Exclusions or Exemptions 506b Accepted Date 2023-01-04 10:20:46 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business ILLINOIS Revenue or Assets Decline to Disclose Type of Security Equity
Lakewood Ranch SFR II DST See All Filings	D/A	2022-12-21 12:00:58 UTC
Amount To Be Raised $62,589,462 Associated Brokers / Dealers Whitehall-Parker Securities, Inc., Lightpath Capital, Inc., Cabot Lodge Securities LLC, The Strategic Financial Alliance, Inc., DAI Securities, LLC, Securities America, Inc., Arkadios Capital, Invicta Capital LLC, Triad Advisors LLC, Avantax Investment Services, Inc., Concorde Investment Services, LLC, Royal Alliance Associates, Inc., APW Capital, Inc., Cetera Advisor Networks LLC, Vanderbilt Securities, LLC, and Realized Financial, Inc. CIK Number 0001946340 Filed Document 0001946340-22-000006 Exclusions or Exemptions 506b Accepted Date 2022-12-21 12:00:58 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business ILLINOIS Revenue or Assets Decline to Disclose Type of Security Equity
Lakewood Ranch SFR II DST See All Filings	D/A	2022-12-07 13:02:15 UTC
Amount To Be Raised $62,589,462 Associated Brokers / Dealers Whitehall-Parker Securities, Inc., Lightpath Capital, Inc., Cabot Lodge Securities LLC, The Strategic Financial Alliance, Inc., DAI Securities, LLC, Securities America, Inc., Arkadios Capital, Invicta Capital LLC, Triad Advisors LLC, Avantax Investment Services, Inc., Concorde Investment Services, LLC, Royal Alliance Associates, Inc., APW Capital, Inc., and Cetera Advisor Networks LLC CIK Number 0001946340 Filed Document 0001946340-22-000005 Exclusions or Exemptions 506b Accepted Date 2022-12-07 13:02:15 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business ILLINOIS Revenue or Assets Decline to Disclose Type of Security Equity
Lakewood Ranch SFR II DST See All Filings	D/A	2022-11-23 14:40:37 UTC
Amount To Be Raised $62,589,462 Associated Brokers / Dealers Whitehall-Parker Securities, Inc., Lightpath Capital, Inc., Cabot Lodge Securities LLC, The Strategic Financial Alliance, Inc., DAI Securities, LLC, Securities America, Inc., Arkadios Capital, Invicta Capital LLC, Triad Advisors LLC, Avantax Investment Services, Inc., Concorde Investment Services, LLC, Royal Alliance Associates, Inc., and APW Capital, Inc. CIK Number 0001946340 Filed Document 0001946340-22-000004 Exclusions or Exemptions 506b Accepted Date 2022-11-23 14:40:37 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business ILLINOIS Revenue or Assets Decline to Disclose Type of Security Equity
Lakewood Ranch SFR II DST See All Filings	D/A	2022-11-09 10:15:27 UTC
Amount To Be Raised $62,589,462 Associated Brokers / Dealers Whitehall-Parker Securities, Inc., Lightpath Capital, Inc., Cabot Lodge Securities LLC, The Strategic Financial Alliance, Inc., DAI Securities, LLC, Securities America, Inc., Arkadios Capital, and Invicta Capital LLC CIK Number 0001946340 Filed Document 0001946340-22-000003 Exclusions or Exemptions 506b Accepted Date 2022-11-09 10:15:27 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business ILLINOIS Revenue or Assets Decline to Disclose Type of Security Equity
Lakewood Ranch SFR II DST See All Filings	D/A	2022-10-27 10:17:40 UTC
Amount To Be Raised $62,589,462 Associated Brokers / Dealers Whitehall-Parker Securities, Inc., Lightpath Capital, Inc., Cabot Lodge Securities LLC, The Strategic Financial Alliance, Inc., DAI Securities, LLC, and Securities America, Inc. CIK Number 0001946340 Filed Document 0001946340-22-000002 Exclusions or Exemptions 506b Accepted Date 2022-10-27 10:17:40 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business ILLINOIS Revenue or Assets Decline to Disclose Type of Security Equity
Lakewood Ranch SFR II DST See All Filings	D	2022-10-12 11:18:13 UTC
Amount To Be Raised $62,589,462 Associated Brokers / Dealers Whitehall-Parker Securities, Inc. and Lightpath Capital, Inc. CIK Number 0001946340 Filed Document 0001946340-22-000001 Exclusions or Exemptions 506b Accepted Date 2022-10-12 11:18:13 UTC Type of Offering D Industry Other Real Estate Principal Place of Business ILLINOIS Revenue or Assets Decline to Disclose Type of Security Equity