Disclosure Quest - Search SEC Filings

Name	Type of Offering	Accepted Date
JLLX Woodside Trumbull Apartments, DST See All Filings	D/A	2025-02-11 11:59:35 UTC
Amount To Be Raised $48,693,015 Associated Brokers / Dealers LaSalle Investment Management Distributors, LLC, Jason Bentley, Keith E. Livengood, Joseph Michaletz, David Ehrenkrook, DAI Securities, LLC, Patricia R. Yara, Drew Lyon, Robert Louis Wathen II, Joshua W. Tschirgi, Heather Reed, Concorde Investment Services, LLC, Jared Horner, Jonathan Pinnock, Merrill Lynch, Pierce, Fenner & Smith Incorporated, LPL Financial LLC, David Gaines, Lisa Doche, and Douglas Alan Bailey CIK Number 0002035748 Filed Document 0002035748-25-000003 Exclusions or Exemptions 506b Accepted Date 2025-02-11 11:59:35 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
JLLX Woodside Trumbull Apartments, DST See All Filings	D/A	2025-01-27 16:09:08 UTC
Amount To Be Raised $48,693,015 Associated Brokers / Dealers LaSalle Investment Management Distributors, LLC, Jason Bentley, Keith E. Livengood, Joseph Michaletz, David Ehrenkrook, DAI Securities, LLC, Patricia R. Yara, Drew Lyon, Robert Louis Wathen II, Joshua W. Tschirgi, Heather Reed, Concorde Investment Services, LLC, Jared Horner, Jonathan Pinnock, Merrill Lynch, Pierce, Fenner & Smith Incorporated, LPL Financial LLC, David Gaines, Lisa Doche, and Douglas Alan Bailey CIK Number 0002035748 Filed Document 0002035748-25-000002 Exclusions or Exemptions 506b Accepted Date 2025-01-27 16:09:08 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
JLLX Woodside Trumbull Apartments, DST See All Filings	D/A	2025-01-07 09:44:09 UTC
Amount To Be Raised $48,693,015 Associated Brokers / Dealers LaSalle Investment Management Distributors, LLC, Jason Bentley, Keith E. Livengood, Joseph Michaletz, David Ehrenkrook, DAI Securities, LLC, Patricia R. Yara, Drew Lyon, Robert Louis Wathen II, Joshua W. Tschirgi, Heather Reed, Concorde Investment Services, LLC, Jared Horner, Jonathan Pinnock, Merrill Lynch, Pierce, Fenner & Smith Incorporated, LPL Financial LLC, David Gaines, and Lisa Doche CIK Number 0002035748 Filed Document 0002035748-25-000001 Exclusions or Exemptions 506b Accepted Date 2025-01-07 09:44:09 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
JLLX Woodside Trumbull Apartments, DST See All Filings	D/A	2024-12-23 14:05:39 UTC
Amount To Be Raised $48,693,015 Associated Brokers / Dealers LaSalle Investment Management Distributors, LLC, Jason Bentley, Keith E. Livengood, Joseph Michaletz, David Ehrenkrook, DAI Securities, LLC, Patricia R. Yara, Drew Lyon, Robert Louis Wathen II, Joshua W. Tschirgi, Heather Reed, Concorde Investment Services, LLC, Jared Horner, Jonathan Pinnock, Merrill Lynch, Pierce, Fenner & Smith Incorporated, LPL Financial LLC, and David Gaines CIK Number 0002035748 Filed Document 0002035748-24-000009 Exclusions or Exemptions 506b Accepted Date 2024-12-23 14:05:39 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
JLLX Woodside Trumbull Apartments, DST See All Filings	D/A	2024-12-09 14:42:40 UTC
Amount To Be Raised $48,693,015 Associated Brokers / Dealers LaSalle Investment Management Distributors, LLC, Jason Bentley, Keith E. Livengood, Joseph Michaletz, David Ehrenkrook, DAI Securities, LLC, Patricia R. Yara, Drew Lyon, Robert Louis Wathen II, Joshua W. Tschirgi, Heather Reed, Concorde Investment Services, LLC, Jared Horner, Jonathan Pinnock, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and LPL Financial LLC CIK Number 0002035748 Filed Document 0002035748-24-000008 Exclusions or Exemptions 506b Accepted Date 2024-12-09 14:42:40 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
JLLX Woodside Trumbull Apartments, DST See All Filings	D/A	2024-11-26 09:52:02 UTC
Amount To Be Raised $48,693,015 Associated Brokers / Dealers LaSalle Investment Management Distributors, LLC, Jason Bentley, Keith E. Livengood, Joseph Michaletz, David Ehrenkrook, DAI Securities, LLC, Patricia R. Yara, Drew Lyon, Robert Louis Wathen II, Joshua W. Tschirgi, Heather Reed, Concorde Investment Services, LLC, Jared Horner, Jonathan Pinnock, Joshua A. Strange, and Timothy J. Luby CIK Number 0002035748 Filed Document 0002035748-24-000007 Exclusions or Exemptions 506b Accepted Date 2024-11-26 09:52:02 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
JLLX Woodside Trumbull Apartments, DST See All Filings	D/A	2024-11-12 09:56:58 UTC
Amount To Be Raised $48,693,015 Associated Brokers / Dealers LaSalle Investment Management Distributors, LLC, Jason Bentley, Keith E. Livengood, Joseph Michaletz, David Ehrenkrook, DAI Securities, LLC, Patricia R. Yara, Drew Lyon, Robert Louis Wathen II, Joshua W. Tschirgi, Heather Reed, and Concorde Investment Services, LLC CIK Number 0002035748 Filed Document 0002035748-24-000006 Exclusions or Exemptions 506b Accepted Date 2024-11-12 09:56:58 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
JLLX Woodside Trumbull Apartments, DST See All Filings	D/A	2024-10-28 14:10:25 UTC
Amount To Be Raised $48,693,015 Associated Brokers / Dealers LaSalle Investment Management Distributors, LLC, Jason Bentley, Keith E. Livengood, Michael Wolff, Jacob Driver, Joseph Michaletz, David Ehrenkrook, Charles Strickler, Jason L. McMurtry, DAI Securities, LLC, Patricia R. Yara, Drew Lyon, and Robert Louis Wathen II CIK Number 0002035748 Filed Document 0002035748-24-000005 Exclusions or Exemptions 506b Accepted Date 2024-10-28 14:10:25 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
JLLX Woodside Trumbull Apartments, DST See All Filings	D/A	2024-10-21 15:24:42 UTC
Amount To Be Raised $48,693,015 Associated Brokers / Dealers LaSalle Investment Management Distributors, LLC, Jason Bentley, Keith E. Livengood, Michael Wolff, Jacob Driver, Joseph Michaletz, David Ehrenkrook, Charles Strickler, Jason L. McMurtry, DAI Securities, LLC, Patricia R. Yara, and Drew Lyon CIK Number 0002035748 Filed Document 0002035748-24-000004 Exclusions or Exemptions 506b Accepted Date 2024-10-21 15:24:42 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
JLLX Woodside Trumbull Apartments, DST See All Filings	D/A	2024-10-16 12:39:50 UTC
Amount To Be Raised $48,693,015 Associated Brokers / Dealers LaSalle Investment Management Distributors, LLC, Jason Bentley, Christina Nielson, Keith E. Livengood, Michael Wolff, Jacob Driver, Robert Babcock, Joseph Michaletz, Michael O'Toole, David Ehrenkrook, Charles Strickler, and Jason L. McMurtry CIK Number 0002035748 Filed Document 0002035748-24-000003 Exclusions or Exemptions 506b Accepted Date 2024-10-16 12:39:50 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
JLLX Woodside Trumbull Apartments, DST See All Filings	D	2024-10-01 11:16:12 UTC
Amount To Be Raised $48,693,015 Associated Brokers / Dealers LaSalle Investment Management Distributors, LLC, Jason Bentley, Christina Nielson, and Keith E. Livengood CIK Number 0002035748 Filed Document 0002035748-24-000002 Exclusions or Exemptions 506b Accepted Date 2024-10-01 11:16:12 UTC Type of Offering D Industry Other Real Estate Principal Place of Business ILLINOIS Revenue or Assets Decline to Disclose Type of Security Equity
JLLX Woodside Trumbull Apartments, DST See All Filings	D	2024-08-30 11:19:23 UTC
Amount To Be Raised $52,307,568 Associated Brokers / Dealers LaSalle Investment Management Distributors, LLC CIK Number 0002035748 Filed Document 0002035748-24-000001 Exclusions or Exemptions 506b Accepted Date 2024-08-30 11:19:23 UTC Type of Offering D Industry Other Real Estate Principal Place of Business ILLINOIS Revenue or Assets Decline to Disclose Type of Security Equity