Disclosure Quest - Search SEC Filings

Name	Type of Offering	Accepted Date
AEI Healthcare Portfolio V DST See All Filings	D/A	2024-12-13 14:10:21 UTC
Amount To Be Raised $27,820,000 Associated Brokers / Dealers DFPG Investments, LLC, Concorde Investment Services, LLC, Osaic FA, Inc., AEI Securities, Inc., Arkadios Capital, Emerson Equity LLC, Osaic Wealth, Inc., Realized Financial, Inc., Ausdal Financial Partners, Inc., Ameritas Investment Company, LLC, Avantax Investment Services, Inc., IBN Financial Services, Inc., Saxony Securities, Inc., DAI Securities, Inc., and Harbour Investments, Inc. CIK Number 0002000251 Filed Document 0002000251-24-000007 Exclusions or Exemptions 506b Accepted Date 2024-12-13 14:10:21 UTC Type of Offering D/A Industry Commercial Principal Place of Business MINNESOTA Revenue or Assets Decline to Disclose Type of Security Equity
AEI Healthcare Portfolio V DST See All Filings	D/A	2024-10-31 14:41:41 UTC
Amount To Be Raised $27,820,000 Associated Brokers / Dealers DFPG Investments, LLC, Concorde Investment Services, LLC, Osaic FA, Inc., AEI Securities, Inc., Arkadios Capital, Emerson Equity LLC, Osaic Wealth, Inc., Realized Financial, Inc., Ausdal Financial Partners, Inc., Ameritas Investment Company, LLC, Avantax Investment Services, Inc., IBN Financial Services, Inc., and Saxony Securities, Inc. CIK Number 0002000251 Filed Document 0002000251-24-000006 Exclusions or Exemptions 506b Accepted Date 2024-10-31 14:41:41 UTC Type of Offering D/A Industry Commercial Principal Place of Business MINNESOTA Revenue or Assets Decline to Disclose Type of Security Equity
AEI Healthcare Portfolio V DST See All Filings	D/A	2024-10-17 11:41:58 UTC
Amount To Be Raised $27,820,000 Associated Brokers / Dealers DFPG Investments, LLC, Concorde Investment Services, LLC, Osaic FA, Inc., AEI Securities, Inc., Arkadios Capital, Emerson Equity LLC, Osaic Wealth, Inc., Realized Financial, Inc., Ausdal Financial Partners, Inc., Ameritas Investment Company, LLC, and Avantax Investment Services, Inc. CIK Number 0002000251 Filed Document 0002000251-24-000005 Exclusions or Exemptions 506b Accepted Date 2024-10-17 11:41:58 UTC Type of Offering D/A Industry Commercial Principal Place of Business MINNESOTA Revenue or Assets Decline to Disclose Type of Security Equity
AEI Healthcare Portfolio V DST See All Filings	D/A	2024-09-23 17:38:42 UTC
Amount To Be Raised $27,820,000 Associated Brokers / Dealers DFPG Investments, LLC, Concorde Investment Services, LLC, Osaic FA, Inc., AEI Securities, Inc., Arkadios Capital, Emerson Equity LLC, Osaic Wealth, Inc., Realized Financial, Inc., Ausdal Financial Partners, Inc., Ameritas Investment Company, LLC, and Avantax Investment Services, Inc. CIK Number 0002000251 Filed Document 0002000251-24-000004 Exclusions or Exemptions 506b Accepted Date 2024-09-23 17:38:42 UTC Type of Offering D/A Industry Commercial Principal Place of Business MINNESOTA Revenue or Assets Decline to Disclose Type of Security Equity
AEI Healthcare Portfolio V DST See All Filings	D/A	2024-08-29 12:11:13 UTC
Amount To Be Raised $27,820,000 Associated Brokers / Dealers DFPG Investments, LLC, Concorde Investment Services, LLC, Osaic FA, Inc., AEI Securities, Inc., Arkadios Capital, Emerson Equity LLC, Osaic Wealth, Inc., Realized Financial, Inc., and Ausdal Financial Partners, Inc. CIK Number 0002000251 Filed Document 0002000251-24-000003 Exclusions or Exemptions 506b Accepted Date 2024-08-29 12:11:13 UTC Type of Offering D/A Industry Commercial Principal Place of Business MINNESOTA Revenue or Assets Decline to Disclose Type of Security Equity
AEI Healthcare Portfolio V DST See All Filings	D/A	2024-08-16 12:38:52 UTC
Amount To Be Raised $27,820,000 Associated Brokers / Dealers DFPG Investments, LLC, Concorde Investment Services, LLC, and Osaic FA, Inc. CIK Number 0002000251 Filed Document 0002000251-24-000002 Exclusions or Exemptions 506b Accepted Date 2024-08-16 12:38:52 UTC Type of Offering D/A Industry Commercial Principal Place of Business MINNESOTA Revenue or Assets Decline to Disclose Type of Security Equity
AEI Healthcare Portfolio V DST See All Filings	D	2024-08-06 16:36:27 UTC
Amount To Be Raised $27,820,000 Associated Brokers / Dealers DFPG Investments, LLC and Concorde Investment Services, LLC CIK Number 0002000251 Filed Document 0002000251-24-000001 Exclusions or Exemptions 506b Accepted Date 2024-08-06 16:36:27 UTC Type of Offering D Industry Commercial Principal Place of Business MINNESOTA Revenue or Assets Decline to Disclose Type of Security Equity