Disclosure Quest - Search SEC Filings

Name	Type of Offering	Accepted Date
Wheaton Multifamily DST See All Filings	D/A	2025-09-19 09:57:18 UTC
Amount To Be Raised $120,518,506 Associated Brokers / Dealers RCX Capital Group, LLC, Realized Financial, Inc., Chauner Securities, Inc., Concorde Investment Services, LLC, DAI Securities, LLC, Metric Financial, LLC, Avantax Investment Services, Inc., DFPG Investments, LLC, World Equity Group, Inc., Cambridge Investment Research, Inc., Independent Financial Group, LLC, IBN Financial Services, Inc., American Trust Investment Services, Inc., D.A. Davidson & Co., Muriel Siebert & Co., LLC, McDermott Investment Services, LLC, Geneos Wealth Management, Inc., Berthel, Fisher & Company Financial Services, Inc., Osaic Wealth, Inc., Peak Brokerage Services, LLC, Lodas Securities, LLC, Ameritas Investment Company, LLC, FNEX Capital, LLC, Alexander Capital, L.P., Emerson Equity LLC, Realta Equities, Inc., Arkadios Capital, Centaurus Financial, Inc., Cetera Advisor Networks, LLC, Nationwide Planning Associates, Inc., M.S. Howells & Co., Park Avenue Securities, Inc., Stifel, Nicolaus & Company, Incorporated, Wealthforge Securities, LLC, Blue Trust, Inc., XML Securities, LPL Financial LLC, Cetera Wealth Services, LLC, Cetera Advisors LLC, Harbour Investments, Inc., Cetera Financial Specialists LLC, and Hilltop Securities Inc. CIK Number 0002047612 Filed Document 0002047612-25-000015 Exclusions or Exemptions 506b Accepted Date 2025-09-19 09:57:18 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
Wheaton Multifamily DST See All Filings	D/A	2025-08-29 13:44:04 UTC
Amount To Be Raised $120,518,506 Associated Brokers / Dealers RCX Capital Group, LLC, Realized Financial, Inc., Chauner Securities, Inc., Concorde Investment Services, LLC, DAI Securities, LLC, Metric Financial, LLC, Avantax Investment Services, Inc., DFPG Investments, LLC, World Equity Group, Inc., Cambridge Investment Research, Inc., Independent Financial Group, LLC, IBN Financial Services, Inc., American Trust Investment Services, Inc., D.A. Davidson & Co., Muriel Siebert & Co., LLC, McDermott Investment Services, LLC, Geneos Wealth Management, Inc., Berthel, Fisher & Company Financial Services, Inc., Osaic Wealth, Inc., Peak Brokerage Services, LLC, Lodas Securities, LLC, Ameritas Investment Company, LLC, FNEX Capital, LLC, Alexander Capital, L.P., Emerson Equity LLC, Realta Equities, Inc., Arkadios Capital, Centaurus Financial, Inc., Cetera Advisor Networks, LLC, Nationwide Planning Associates, Inc., M.S. Howells & Co., Park Avenue Securities, Inc., Stifel, Nicolaus & Company, Incorporated, Wealthforge Securities, LLC, Blue Trust, Inc., XML Securities, LPL Financial LLC, and Cetera Wealth Services, LLC CIK Number 0002047612 Filed Document 0002047612-25-000014 Exclusions or Exemptions 506b Accepted Date 2025-08-29 13:44:04 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
Wheaton Multifamily DST See All Filings	D/A	2025-08-13 14:29:43 UTC
Amount To Be Raised $120,518,506 Associated Brokers / Dealers RCX Capital Group, LLC, Realized Financial, Inc., Chauner Securities, Inc., Concorde Investment Services, LLC, DAI Securities, LLC, Metric Financial, LLC, Avantax Investment Services, Inc., DFPG Investments, LLC, World Equity Group, Inc., Cambridge Investment Research, Inc., Independent Financial Group, LLC, IBN Financial Services, Inc., American Trust Investment Services, Inc., D.A. Davidson & Co., Muriel Siebert & Co., LLC, McDermott Investment Services, LLC, Geneos Wealth Management, Inc., Berthel, Fisher & Company Financial Services, Inc., Osaic Wealth, Inc., Peak Brokerage Services, LLC, Lodas Securities, LLC, Ameritas Investment Company, LLC, FNEX Capital, LLC, Alexander Capital, L.P., Emerson Equity LLC, Realta Equities, Inc., Arkadios Capital, Centaurus Financial, Inc., Cetera Advisor Networks, LLC, Nationwide Planning Associates, Inc., M.S. Howells & Co., Park Avenue Securities, Inc., Stifel, Nicolaus & Company, Incorporated, Wealthforge Securities, LLC, Blue Trust, Inc., XML Securities, and LPL Financial LLC CIK Number 0002047612 Filed Document 0002047612-25-000013 Exclusions or Exemptions 506b Accepted Date 2025-08-13 14:29:43 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
Wheaton Multifamily DST See All Filings	D/A	2025-07-16 15:30:52 UTC
Amount To Be Raised $120,518,506 Associated Brokers / Dealers RCX Capital Group, LLC, Realized Financial, Inc., Chauner Securities, Inc., Concorde Investment Services, LLC, DAI Securities, LLC, Metric Financial, LLC, Avantax Investment Services, Inc., DFPG Investments, LLC, World Equity Group, Inc., Cambridge Investment Research, Inc., Independent Financial Group, LLC, IBN Financial Services, Inc., American Trust Investment Services, Inc., D.A. Davidson & Co., Muriel Siebert & Co., LLC, McDermott Investment Services, LLC, Geneos Wealth Management, Inc., Berthel, Fisher & Company Financial Services, Inc., Osaic Wealth, Inc., Peak Brokerage Services, LLC, Lodas Securities, LLC, Ameritas Investment Company, LLC, FNEX Capital, LLC, Alexander Capital, L.P., Emerson Equity LLC, Realta Equities, Inc., Arkadios Capital, Centaurus Financial, Inc., Cetera Advisor Networks, LLC, Nationwide Planning Associates, Inc., and M.S. Howells & Co. CIK Number 0002047612 Filed Document 0002047612-25-000011 Exclusions or Exemptions 506b Accepted Date 2025-07-16 15:30:52 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
Wheaton Multifamily DST See All Filings	D/A	2025-07-02 10:45:48 UTC
Amount To Be Raised $120,518,506 Associated Brokers / Dealers RCX Capital Group, LLC, Realized Financial, Inc., Chauner Securities, Inc., Concorde Investment Services, LLC, DAI Securities, LLC, Metric Financial, LLC, Avantax Investment Services, Inc., DFPG Investments, LLC, World Equity Group, Inc., Cambridge Investment Research, Inc., Independent Financial Group, LLC, IBN Financial Services, Inc., American Trust Investment Services, Inc., D.A. Davidson & Co., Muriel Siebert & Co., LLC, McDermott Investment Services, LLC, Geneos Wealth Management, Inc., Berthel, Fisher & Company Financial Services, Inc., Osaic Wealth, Inc., Peak Brokerage Services, LLC, Lodas Securities, LLC, Ameritas Investment Company, LLC, FNEX Capital, LLC, Alexander Capital, L.P., Emerson Equity LLC, Realta Equities, Inc., Arkadios Capital, Centaurus Financial, Inc., Cetera Advisor Networks, LLC, Nationwide Planning Associates, Inc., and M.S. Howells & Co. CIK Number 0002047612 Filed Document 0002047612-25-000010 Exclusions or Exemptions 506b Accepted Date 2025-07-02 10:45:48 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
Wheaton Multifamily DST See All Filings	D/A	2025-06-18 10:20:25 UTC
Amount To Be Raised $120,518,506 Associated Brokers / Dealers RCX Capital Group, LLC, Realized Financial, Inc., Chauner Securities, Inc., Concorde Investment Services, LLC, DAI Securities, LLC, Metric Financial, LLC, Avantax Investment Services, Inc., DFPG Investments, LLC, World Equity Group, Inc., Cambridge Investment Research, Inc., Independent Financial Group, LLC, IBN Financial Services, Inc., American Trust Investment Services, Inc., D.A. Davidson & Co., Muriel Siebert & Co., LLC, McDermott Investment Services, LLC, Geneos Wealth Management, Inc., Berthel, Fisher & Company Financial Services, Inc., Osaic Wealth, Inc., Peak Brokerage Services, LLC, Lodas Securities, LLC, Ameritas Investment Company, LLC, FNEX Capital, LLC, Alexander Capital, L.P., Emerson Equity LLC, Realta Equities, Inc., Arkadios Capital, Centaurus Financial, Inc., Cetera Advisor Networks, LLC, and Nationwide Planning Associates, Inc. CIK Number 0002047612 Filed Document 0002047612-25-000009 Exclusions or Exemptions 506b Accepted Date 2025-06-18 10:20:25 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
Wheaton Multifamily DST See All Filings	D/A	2025-06-04 16:44:01 UTC
Amount To Be Raised $120,518,506 Associated Brokers / Dealers RCX Capital Group, LLC, Realized Financial, Inc., Chauner Securities, Inc., Concorde Investment Services, LLC, DAI Securities, LLC, Metric Financial, LLC, Avantax Investment Services, Inc., DFPG Investments, LLC, World Equity Group, Inc., Cambridge Investment Research, Inc., Independent Financial Group, LLC, IBN Financial Services, Inc., American Trust Investment Services, Inc., D.A. Davidson & Co., Muriel Siebert & Co., LLC, McDermott Investment Services, LLC, Geneos Wealth Management, Inc., Berthel, Fisher & Company Financial Services, Inc., Osaic Wealth, Inc., Peak Brokerage Services, LLC, Lodas Securities, LLC, Ameritas Investment Company, LLC, FNEX Capital, LLC, Alexander Capital, L.P., Emerson Equity LLC, Realta Equities, Inc., and Arkadios Capital CIK Number 0002047612 Filed Document 0002047612-25-000008 Exclusions or Exemptions 506b Accepted Date 2025-06-04 16:44:01 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
Wheaton Multifamily DST See All Filings	D/A	2025-05-01 15:01:10 UTC
Amount To Be Raised $120,518,506 Associated Brokers / Dealers RCX Capital Group, LLC, Realized Financial, Inc., Chauner Securities, Inc., Concorde Investment Services, LLC, DAI Securities, LLC, Metric Financial, LLC, Avantax Investment Services, Inc., DFPG Investments, LLC, World Equity Group, Inc., Cambridge Investment Research, Inc., Independent Financial Group, LLC, IBN Financial Services, Inc., American Trust Investment Services, Inc., D.A. Davidson & Co., Muriel Siebert & Co., LLC, McDermott Investment Services, LLC, Geneos Wealth Management, Inc., Berthel, Fisher & Company Financial Services, Inc., Osaic Wealth, Inc., Peak Brokerage Services, LLC, and Lodas Securities, LLC CIK Number 0002047612 Filed Document 0002047612-25-000007 Exclusions or Exemptions 506b Accepted Date 2025-05-01 15:01:10 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
Wheaton Multifamily DST See All Filings	D/A	2025-04-18 11:51:49 UTC
Amount To Be Raised $120,518,506 Associated Brokers / Dealers RCX Capital Group, LLC, Realized Financial, Inc., Chauner Securities, Inc., Concorde Investment Services, LLC, DAI Securities, LLC, Metric Financial, LLC, Avantax Investment Services, Inc., DFPG Investments, LLC, World Equity Group, Inc., Cambridge Investment Research, Inc., Independent Financial Group, LLC, IBN Financial Services, Inc., American Trust Investment Services, Inc., D.A. Davidson & Co., Muriel Siebert & Co., LLC, McDermott Investment Services, LLC, Geneos Wealth Management, Inc., Berthel, Fisher & Company Financial Services, Inc., Osaic Wealth, Inc., and Peak Brokerage Services, LLC CIK Number 0002047612 Filed Document 0002047612-25-000006 Exclusions or Exemptions 506b Accepted Date 2025-04-18 11:51:49 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
Wheaton Multifamily DST See All Filings	D/A	2025-04-02 10:06:55 UTC
Amount To Be Raised $120,518,506 Associated Brokers / Dealers RCX Capital Group, LLC, Realized Financial, Inc., Chauner Securities, Inc., Concorde Investment Services, LLC, DAI Securities, LLC, Metric Financial, LLC, Avantax Investment Services, Inc., DFPG Investments, LLC, World Equity Group, Inc., Cambridge Investment Research, Inc., Independent Financial Group, LLC, IBN Financial Services, Inc., American Trust Investment Services, Inc., D.A. Davidson & Co., Muriel Siebert & Co., LLC, McDermott Investment Services, LLC, Geneos Wealth Management, Inc., and Berthel, Fisher & Company Financial Services, Inc. CIK Number 0002047612 Filed Document 0002047612-25-000005 Exclusions or Exemptions 506b Accepted Date 2025-04-02 10:06:55 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
Wheaton Multifamily DST See All Filings	D/A	2025-02-28 09:49:45 UTC
Amount To Be Raised $120,518,506 Associated Brokers / Dealers RCX Capital Group, LLC, Realized Financial, Inc., Chauner Securities, Inc., Concorde Investment Services, LLC, DAI Securities, LLC, Metric Financial, LLC, Avantax Investment Services, Inc., DFPG Investments, LLC, World Equity Group, Inc., Cambridge Investment Research, Inc., Independent Financial Group, LLC, IBN Financial Services, Inc., and American Trust Investment Services, Inc. CIK Number 0002047612 Filed Document 0002047612-25-000004 Exclusions or Exemptions 506b Accepted Date 2025-02-28 09:49:45 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
Wheaton Multifamily DST See All Filings	D/A	2025-02-14 14:37:44 UTC
Amount To Be Raised $120,518,506 Associated Brokers / Dealers RCX Capital Group, LLC, Realized Financial, Inc., Chauner Securities, Inc., Concorde Investment Services, LLC, DAI Securities, LLC, Metric Financial, LLC, Avantax Investment Services, Inc., DFPG Investments, LLC, World Equity Group, Inc., and Cambridge Investment Research, Inc. CIK Number 0002047612 Filed Document 0002047612-25-000003 Exclusions or Exemptions 506b Accepted Date 2025-02-14 14:37:44 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
Wheaton Multifamily DST See All Filings	D/A	2025-01-31 12:30:16 UTC
Amount To Be Raised $120,518,506 Associated Brokers / Dealers RCX Capital Group, LLC, Realized Financial, Inc., Chauner Securities, Inc., Concorde Investment Services, LLC, DAI Securities, LLC, Metric Financial, LLC, Avantax Investment Services, Inc., and DFPG Investments, LLC CIK Number 0002047612 Filed Document 0002047612-25-000002 Exclusions or Exemptions 506b Accepted Date 2025-01-31 12:30:16 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
Wheaton Multifamily DST See All Filings	D/A	2025-01-15 11:59:32 UTC
Amount To Be Raised $120,518,506 Associated Brokers / Dealers RCX Capital Group, LLC, Realized Financial, Inc., Chauner Securities, Inc., Concorde Investment Services, LLC, and DAI Securities, LLC CIK Number 0002047612 Filed Document 0002047612-25-000001 Exclusions or Exemptions 506b Accepted Date 2025-01-15 11:59:32 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
Wheaton Multifamily DST See All Filings	D	2024-12-27 11:58:53 UTC
Amount To Be Raised $120,518,506 Associated Brokers / Dealers RCX Capital Group, LLC CIK Number 0002047612 Filed Document 0002047612-24-000001 Exclusions or Exemptions 506b Accepted Date 2024-12-27 11:58:53 UTC Type of Offering D Industry Other Real Estate Principal Place of Business ILLINOIS Revenue or Assets Decline to Disclose Type of Security Equity