Disclosure Quest - Search SEC Filings

Name	Type of Offering	Accepted Date
Union Multifamily DST See All Filings	D/A	2025-11-14 15:35:04 UTC
Amount To Be Raised $83,672,415 Associated Brokers / Dealers DFPG Investments, LLC, McDermott Investment Services, LLC, DAI Securities, LLC, Avanatax Investment Services, Inc., RCX Capital Group, LLC, Herald & Lantern Investments, Inc., Stonecrest Capital Markets, Inc., Investment Planners, Inc., Park Avenue Securities LLC, Realized Financial, Inc., Concorde Investment Services, LLC, Osaic Wealth, Inc., LPL Financial LLC, M.S. Howells & Co., Cadaret, Grant & Co., Inc., FNEX Capital, LLC, Cambridge Investment Research, Inc., APW Capital, Inc., Stifel, Nicolaus & Company, Incorporated, Kestra Investment Services, LLC, Cetera Wealth Services, LLC, Osaic Institutions, Inc., Stifel Independent Advisors, LLC, and Emerson Equity LLC CIK Number 0002057288 Filed Document 0002057288-25-000016 Exclusions or Exemptions 506b Accepted Date 2025-11-14 15:35:04 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
Union Multifamily DST See All Filings	D/A	2025-10-31 09:43:53 UTC
Amount To Be Raised $83,672,415 Associated Brokers / Dealers DFPG Investments, LLC, McDermott Investment Services, LLC, DAI Securities, LLC, Avanatax Investment Services, Inc., RCX Capital Group, LLC, Herald & Lantern Investments, Inc., Stonecrest Capital Markets, Inc., Investment Planners, Inc., Park Avenue Securities LLC, Realized Financial, Inc., Concorde Investment Services, LLC, Osaic Wealth, Inc., LPL Financial LLC, M.S. Howells & Co., Cadaret, Grant & Co., Inc., FNEX Capital, LLC, Cambridge Investment Research, Inc., APW Capital, Inc., Stifel, Nicolaus & Company, Incorporated, Kestra Investment Services, LLC, Cetera Wealth Services, LLC, Osaic Institutions, Inc., and Stifel Independent Advisors, LLC CIK Number 0002057288 Filed Document 0002057288-25-000015 Exclusions or Exemptions 506b Accepted Date 2025-10-31 09:43:53 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
Union Multifamily DST See All Filings	D/A	2025-10-03 14:16:23 UTC
Amount To Be Raised $83,672,415 Associated Brokers / Dealers DFPG Investments, LLC, McDermott Investment Services, LLC, DAI Securities, LLC, Avanatax Investment Services, Inc., RCX Capital Group, LLC, Herald & Lantern Investments, Inc., Stonecrest Capital Markets, Inc., Investment Planners, Inc., Park Avenue Securities LLC, Realized Financial, Inc., Concorde Investment Services, LLC, Osaic Wealth, Inc., LPL Financial LLC, M.S. Howells & Co., Cadaret, Grant & Co., Inc., FNEX Capital, LLC, Cambridge Investment Research, Inc., APW Capital, Inc., Stifel, Nicolaus & Company, Incorporated, Kestra Investment Services, LLC, Cetera Wealth Services, LLC, and Osaic Institutions, Inc. CIK Number 0002057288 Filed Document 0002057288-25-000014 Exclusions or Exemptions 506b Accepted Date 2025-10-03 14:16:23 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
Union Multifamily DST See All Filings	D/A	2025-09-19 10:36:01 UTC
Amount To Be Raised $83,672,415 Associated Brokers / Dealers DFPG Investments, LLC, McDermott Investment Services, LLC, DAI Securities, LLC, Avanatax Investment Services, Inc., RCX Capital Group, LLC, Herald & Lantern Investments, Inc., Stonecrest Capital Markets, Inc., Investment Planners, Inc., Park Avenue Securities LLC, Realized Financial, Inc., Concorde Investment Services, LLC, Osaic Wealth, Inc., LPL Financial LLC, M.S. Howells & Co., Cadaret, Grant & Co., Inc., FNEX Capital, LLC, Cambridge Investment Research, Inc., APW Capital, Inc., Stifel, Nicolaus & Company, Incorporated, Kestra Investment Services, LLC, Cetera Wealth Services, LLC, and Osaic Institutions, Inc. CIK Number 0002057288 Filed Document 0002057288-25-000013 Exclusions or Exemptions 506b Accepted Date 2025-09-19 10:36:01 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
Union Multifamily DST See All Filings	D/A	2025-08-29 14:17:09 UTC
Amount To Be Raised $83,672,415 Associated Brokers / Dealers DFPG Investments, LLC, McDermott Investment Services, LLC, DAI Securities, LLC, Avanatax Investment Services, Inc., RCX Capital Group, LLC, Herald & Lantern Investments, Inc., Stonecrest Capital Markets, Inc., Investment Planners, Inc., Park Avenue Securities LLC, Realized Financial, Inc., Concorde Investment Services, LLC, Osaic Wealth, Inc., LPL Financial LLC, M.S. Howells & Co., Cadaret, Grant & Co., Inc., FNEX Capital, LLC, Cambridge Investment Research, Inc., APW Capital, Inc., and Stifel, Nicolaus & Company, Incorporated CIK Number 0002057288 Filed Document 0002057288-25-000012 Exclusions or Exemptions 506b Accepted Date 2025-08-29 14:17:09 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
Union Multifamily DST See All Filings	D/A	2025-08-19 14:48:50 UTC
Amount To Be Raised $83,672,415 Associated Brokers / Dealers DFPG Investments, LLC, McDermott Investment Services, LLC, DAI Securities, LLC, Avanatax Investment Services, Inc., RCX Capital Group, LLC, Herald & Lantern Investments, Inc., Stonecrest Capital Markets, Inc., Investment Planners, Inc., Park Avenue Securities LLC, Realized Financial, Inc., Concorde Investment Services, LLC, Osaic Wealth, Inc., LPL Financial LLC, M.S. Howells & Co., Cadaret, Grant & Co., Inc., FNEX Capital, LLC, Cambridge Investment Research, Inc., and APW Capital, Inc. CIK Number 0002057288 Filed Document 0002057288-25-000011 Exclusions or Exemptions 506b Accepted Date 2025-08-19 14:48:50 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
Union Multifamily DST See All Filings	D/A	2025-07-30 11:45:08 UTC
Amount To Be Raised $83,672,415 Associated Brokers / Dealers DFPG Investments, LLC, McDermott Investment Services, LLC, DAI Securities, LLC, Avanatax Investment Services, Inc., RCX Capital Group, LLC, Herald & Lantern Investments, Inc., Stonecrest Capital Markets, Inc., Investment Planners, Inc., Park Avenue Securities LLC, Realized Financial, Inc., Concorde Investment Services, LLC, Osaic Wealth, Inc., LPL Financial LLC, M.S. Howells & Co., Cadaret, Grant & Co., Inc., FNEX Capital, LLC, and Cambridge Investment Research, Inc. CIK Number 0002057288 Filed Document 0002057288-25-000009 Exclusions or Exemptions 506b Accepted Date 2025-07-30 11:45:08 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
Union Multifamily DST See All Filings	D/A	2025-07-16 16:07:44 UTC
Amount To Be Raised $83,672,415 Associated Brokers / Dealers DFPG Investments, LLC, McDermott Investment Services, LLC, DAI Securities, LLC, Avanatax Investment Services, Inc., RCX Capital Group, LLC, Herald & Lantern Investments, Inc., Stonecrest Capital Markets, Inc., Investment Planners, Inc., Park Avenue Securities LLC, Realized Financial, Inc., Concorde Investment Services, LLC, Osaic Wealth, Inc., LPL Financial LLC, M.S. Howells & Co., and Cadaret, Grant & Co., Inc. CIK Number 0002057288 Filed Document 0002057288-25-000008 Exclusions or Exemptions 506b Accepted Date 2025-07-16 16:07:44 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
Union Multifamily DST See All Filings	D/A	2025-07-02 11:18:38 UTC
Amount To Be Raised $83,672,415 Associated Brokers / Dealers DFPG Investments, LLC, McDermott Investment Services, LLC, DAI Securities, LLC, Avanatax Investment Services, Inc., RCX Capital Group, LLC, Herald & Lantern Investments, Inc., Stonecrest Capital Markets, Inc., Investment Planners, Inc., Park Avenue Securities LLC, Realized Financial, Inc., Concorde Investment Services, LLC, Osaic Wealth, Inc., LPL Financial LLC, and M.S. Howells & Co. CIK Number 0002057288 Filed Document 0002057288-25-000007 Exclusions or Exemptions 506b Accepted Date 2025-07-02 11:18:38 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
Union Multifamily DST See All Filings	D/A	2025-06-18 10:44:14 UTC
Amount To Be Raised $83,672,415 Associated Brokers / Dealers DFPG Investments, LLC, McDermott Investment Services, LLC, DAI Securities, LLC, Avanatax Investment Services, Inc., RCX Capital Group, LLC, Herald & Lantern Investments, Inc., Stonecrest Capital Markets, Inc., Investment Planners, Inc., Park Avenue Securities LLC, Realized Financial, Inc., Concorde Investment Services, LLC, Osaic Wealth, Inc., and LPL Financial LLC CIK Number 0002057288 Filed Document 0002057288-25-000006 Exclusions or Exemptions 506b Accepted Date 2025-06-18 10:44:14 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
Union Multifamily DST See All Filings	D/A	2025-06-04 17:06:20 UTC
Amount To Be Raised $83,672,415 Associated Brokers / Dealers DFPG Investments, LLC, McDermott Investment Services, LLC, DAI Securities, LLC, Avanatax Investment Services, Inc., RCX Capital Group, LLC, Herald & Lantern Investments, Inc., Stonecrest Capital Markets, Inc., Investment Planners, Inc., Park Avenue Securities LLC, Realized Financial, Inc., and Concorde Investment Services, LLC CIK Number 0002057288 Filed Document 0002057288-25-000005 Exclusions or Exemptions 506b Accepted Date 2025-06-04 17:06:20 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
Union Multifamily DST See All Filings	D/A	2025-05-01 15:25:55 UTC
Amount To Be Raised $83,672,415 Associated Brokers / Dealers DFPG Investments, LLC, McDermott Investment Services, LLC, DAI Securities, LLC, Avanatax Investment Services, Inc., RCX Capital Group, LLC, and Herald & Lantern Investments, Inc. CIK Number 0002057288 Filed Document 0002057288-25-000004 Exclusions or Exemptions 506b Accepted Date 2025-05-01 15:25:55 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
Union Multifamily DST See All Filings	D/A	2025-04-18 12:16:20 UTC
Amount To Be Raised $83,672,415 Associated Brokers / Dealers DFPG Investments, LLC, McDermott Investment Services, LLC, DAI Securities, LLC, and Avanatax Investment Services, Inc. CIK Number 0002057288 Filed Document 0002057288-25-000003 Exclusions or Exemptions 506b Accepted Date 2025-04-18 12:16:20 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
Union Multifamily DST See All Filings	D/A	2025-04-02 10:46:50 UTC
Amount To Be Raised $83,672,415 Associated Brokers / Dealers DFPG Investments, LLC CIK Number 0002057288 Filed Document 0002057288-25-000002 Exclusions or Exemptions 506b Accepted Date 2025-04-02 10:46:50 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
Union Multifamily DST See All Filings	D	2025-03-21 12:19:23 UTC
Amount To Be Raised $83,672,415 Associated Brokers / Dealers DFPG Investments, LLC CIK Number 0002057288 Filed Document 0002057288-25-000001 Exclusions or Exemptions 506b Accepted Date 2025-03-21 12:19:23 UTC Type of Offering D Industry Other Real Estate Principal Place of Business ILLINOIS Revenue or Assets Decline to Disclose Type of Security Equity