Disclosure Quest - Search SEC Filings

Name	Type of Offering	Accepted Date
Glendale BTR DST See All Filings	D/A	2024-08-29 15:11:40 UTC
Amount To Be Raised $72,121,822 Associated Brokers / Dealers M.S. Howells & Co., Lion Street Financial, LLC, DAI Securities, LLC, Realized Financial, Inc., Concorde Investment Services, LLC, Independent Financial Group, LLC, Nationwide Planning Associates, Inc., Emerson Equity LLC, Cambridge Investment Research, Inc., Peak Brokerage Services, LLC, DFPG Investments, LLC, Securities America, Inc., Triad Advisors LLC, Cadaret, Grant & Co., Inc., Osaic Wealth, Inc., Wintrust Investments LLC, Ausdal Financial Partners, Inc., WealthForge Securities, LLC, AAG Capital, Inc., LPL Financial LLC, American Trust Investment Services, Inc., Avantax Investment Services, Inc., Western International Securities, Inc., XML Securities, Metric Financial, LLC, Arkadios Capital, Lightpath Capital, Inc., RCX Capital Group, LLC, 1031 Securities Inc., Great Point Capital LLC, American Portfolios Financial Services, inc., Berthel, Fisher & Company Financial Services, Inc., B. Riley Wealth Management, Realta Equities, Inc., and Stifel, Nicolaus & Company, Incorporated CIK Number 0002013517 Filed Document 0002013517-24-000010 Exclusions or Exemptions 506b Accepted Date 2024-08-29 15:11:40 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
Glendale BTR DST See All Filings	D/A	2024-07-17 10:35:18 UTC
Amount To Be Raised $72,121,822 Associated Brokers / Dealers M.S. Howells & Co., Lion Street Financial, LLC, DAI Securities, LLC, Realized Financial, Inc., Concorde Investment Services, LLC, Independent Financial Group, LLC, Nationwide Planning Associates, Inc., Emerson Equity LLC, Cambridge Investment Research, Inc., Peak Brokerage Services, LLC, DFPG Investments, LLC, Securities America, Inc., Triad Advisors LLC, Cadaret, Grant & Co., Inc., Osaic Wealth, Inc., Wintrust Investments LLC, Ausdal Financial Partners, Inc., WealthForge Securities, LLC, AAG Capital, Inc., LPL Financial LLC, American Trust Investment Services, Inc., Avantax Investment Services, Inc., Western International Securities, Inc., XML Securities, Metric Financial, LLC, Arkadios Capital, Lightpath Capital, Inc., RCX Capital Group, LLC, 1031 Securities Inc., Great Point Capital LLC, American Portfolios Financial Services, inc., Berthel, Fisher & Company Financial Services, Inc., B. Riley Wealth Management, Realta Equities, Inc., and Stifel, Nicolaus & Company, Incorporated CIK Number 0002013517 Filed Document 0002013517-24-000009 Exclusions or Exemptions 506b Accepted Date 2024-07-17 10:35:18 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
Glendale BTR DST See All Filings	D/A	2024-06-26 15:30:13 UTC
Amount To Be Raised $72,121,822 Associated Brokers / Dealers M.S. Howells & Co., Lion Street Financial, LLC, DAI Securities, LLC, Realized Financial, Inc., Concorde Investment Services, LLC, Independent Financial Group, LLC, Nationwide Planning Associates, Inc., Emerson Equity LLC, Cambridge Investment Research, Inc., Peak Brokerage Services, LLC, DFPG Investments, LLC, Securities America, Inc., Triad Advisors LLC, Cadaret, Grant & Co., Inc., Osaic Wealth, Inc., Wintrust Investments LLC, Ausdal Financial Partners, Inc., WealthForge Securities, LLC, AAG Capital, Inc., LPL Financial LLC, American Trust Investment Services, Inc., Avantax Investment Services, Inc., Western International Securities, Inc., XML Securities, Metric Financial, LLC, Arkadios Capital, Lightpath Capital, Inc., RCX Capital Group, LLC, 1031 Securities Inc., and Great Point Capital LLC CIK Number 0002013517 Filed Document 0002013517-24-000008 Exclusions or Exemptions 506b Accepted Date 2024-06-26 15:30:13 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
Glendale BTR DST See All Filings	D/A	2024-06-12 10:05:16 UTC
Amount To Be Raised $72,121,822 Associated Brokers / Dealers M.S. Howells & Co., Lion Street Financial, LLC, DAI Securities, LLC, Realized Financial, Inc., Concorde Investment Services, LLC, Independent Financial Group, LLC, Nationwide Planning Associates, Inc., Emerson Equity LLC, Cambridge Investment Research, Inc., Peak Brokerage Services, LLC, DFPG Investments, LLC, Securities America, Inc., Triad Advisors LLC, Cadaret, Grant & Co., Inc., Osaic Wealth, Inc., Wintrust Investments LLC, Ausdal Financial Partners, Inc., WealthForge Securities, LLC, AAG Capital, Inc., LPL Financial LLC, American Trust Investment Services, Inc., Avantax Investment Services, Inc., Western International Securities, Inc., XML Securities, Metric Financial, LLC, Arkadios Capital, Lightpath Capital, Inc., and RCX Capital Group, LLC CIK Number 0002013517 Filed Document 0002013517-24-000007 Exclusions or Exemptions 506b Accepted Date 2024-06-12 10:05:16 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
Glendale BTR DST See All Filings	D/A	2024-05-28 09:17:55 UTC
Amount To Be Raised $72,121,822 Associated Brokers / Dealers M.S. Howells & Co., Lion Street Financial, LLC, DAI Securities, LLC, Realized Financial, Inc., Concorde Investment Services, LLC, Independent Financial Group, LLC, Nationwide Planning Associates, Inc., Emerson Equity LLC, Cambridge Investment Research, Inc., Peak Brokerage Services, LLC, DFPG Investments, LLC, Securities America, Inc., Triad Advisors LLC, Cadaret, Grant & Co., Inc., Osaic Wealth, Inc., Wintrust Investments LLC, Ausdal Financial Partners, Inc., WealthForge Securities, LLC, AAG Capital, Inc., LPL Financial LLC, American Trust Investment Services, Inc., Avantax Investment Services, Inc., Western International Securities, Inc., and XML Securities CIK Number 0002013517 Filed Document 0002013517-24-000006 Exclusions or Exemptions 506b Accepted Date 2024-05-28 09:17:55 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
Glendale BTR DST See All Filings	D/A	2024-05-15 11:25:46 UTC
Amount To Be Raised $72,121,822 Associated Brokers / Dealers M.S. Howells & Co., Lion Street Financial, LLC, DAI Securities, LLC, Realized Financial, Inc., Concorde Investment Services, LLC, Independent Financial Group, LLC, Nationwide Planning Associates, Inc., Emerson Equity LLC, Cambridge Investment Research, Inc., Peak Brokerage Services, LLC, DFPG Investments, LLC, Securities America, Inc., Triad Advisors LLC, Cadaret, Grant & Co., Inc., Osaic Wealth, Inc., Wintrust Investments LLC, Ausdal Financial Partners, Inc., WealthForge Securities, LLC, AAG Capital, Inc., LPL Financial LLC, American Trust Investment Services, Inc., Avantax Investment Services, Inc., and Western International Securities, Inc. CIK Number 0002013517 Filed Document 0002013517-24-000005 Exclusions or Exemptions 506b Accepted Date 2024-05-15 11:25:46 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
Glendale BTR DST See All Filings	D/A	2024-05-01 10:53:29 UTC
Amount To Be Raised $72,121,822 Associated Brokers / Dealers M.S. Howells & Co., Lion Street Financial, LLC, DAI Securities, LLC, Realized Financial, Inc., Concorde Investment Services, LLC, Independent Financial Group, LLC, Nationwide Planning Associates, Inc., Emerson Equity LLC, Cambridge Investment Research, Inc., Peak Brokerage Services, LLC, DFPG Investments, LLC, Securities America, Inc., Triad Advisors LLC, Cadaret, Grant & Co., Inc., and Osaic Wealth, Inc. CIK Number 0002013517 Filed Document 0002013517-24-000004 Exclusions or Exemptions 506b Accepted Date 2024-05-01 10:53:29 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
Glendale BTR DST See All Filings	D/A	2024-04-18 11:28:51 UTC
Amount To Be Raised $72,121,822 Associated Brokers / Dealers M.S. Howells & Co., Lion Street Financial, LLC, DAI Securities, LLC, Realized Financial, Inc., Concorde Investment Services, LLC, Independent Financial Group, LLC, Nationwide Planning Associates, Inc., Emerson Equity LLC, Cambridge Investment Research, Inc., Peak Brokerage Services, LLC, DFPG Investments, LLC, and Securities America, Inc. CIK Number 0002013517 Filed Document 0002013517-24-000003 Exclusions or Exemptions 506b Accepted Date 2024-04-18 11:28:51 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
Glendale BTR DST See All Filings	D/A	2024-04-05 10:15:56 UTC
Amount To Be Raised $72,121,822 Associated Brokers / Dealers M.S. Howells & Co., Lion Street Financial, LLC, DAI Securities, LLC, Realized Financial, Inc., Concorde Investment Services, LLC, Independent Financial Group, LLC, Nationwide Planning Associates, Inc., and Emerson Equity LLC CIK Number 0002013517 Filed Document 0002013517-24-000002 Exclusions or Exemptions 506b Accepted Date 2024-04-05 10:15:56 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
Glendale BTR DST See All Filings	D	2024-03-15 13:14:22 UTC
Amount To Be Raised $72,121,822 Associated Brokers / Dealers M.S. Howells & Co. and Lion Street Financial, LLC CIK Number 0002013517 Filed Document 0002013517-24-000001 Exclusions or Exemptions 506b Accepted Date 2024-03-15 13:14:22 UTC Type of Offering D Industry Other Real Estate Principal Place of Business ILLINOIS Revenue or Assets Decline to Disclose Type of Security Equity