Disclosure Quest - Search SEC Filings

Name	Type of Offering	Accepted Date
AX Essential Retail Portfolio, DST See All Filings	D/A	2026-04-13 15:23:41 UTC
Amount To Be Raised $91,520,000 Associated Brokers / Dealers Realized Financial, Inc., Concorde Investment Services, LLC, FNEX Capital, LLC, Arvest Wealth Management, Nationwide Planning Associates Inc., and Nationwide Planning Associates Inc. CIK Number 0002100640 Filed Document 0002100640-26-000006 Exclusions or Exemptions 506b Accepted Date 2026-04-13 15:23:41 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business NEW YORK Revenue or Assets Decline to Disclose Type of Security Equity
AX Essential Retail Portfolio, DST See All Filings	D/A	2026-03-25 14:07:14 UTC
Amount To Be Raised $91,520,000 Associated Brokers / Dealers Realized Financial, Inc., Realized Financial, Inc., Realized Financial, Inc., Concorde Investment Services, LLC, Concorde Investment Services, LLC, FNEX Capital, LLC, Concorde Investment Services, LLC, Concorde Investment Services, LLC, Concorde Investment Services, LLC, Realized Financial, Inc., FNEX Capital, LLC, FNEX Capital, LLC, Arvest Wealth Management, FNEX Capital, LLC, Nationwide Planning Associates Inc., and Nationwide Planning Associates Inc. CIK Number 0002100640 Filed Document 0002100640-26-000005 Exclusions or Exemptions 506b Accepted Date 2026-03-25 14:07:14 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business NEW YORK Revenue or Assets Decline to Disclose Type of Security Equity
AX Essential Retail Portfolio, DST See All Filings	D/A	2026-03-04 13:38:04 UTC
Amount To Be Raised $91,520,000 Associated Brokers / Dealers Realized Financial, Inc., Realized Financial, Inc., Realized Financial, Inc., Concorde Investment Services, LLC, Concorde Investment Services, LLC, FNEX Capital, LLC, Concorde Investment Services, LLC, Concorde Investment Services, LLC, Concorde Investment Services, LLC, Realized Financial, Inc., and FNEX Capital, LLC CIK Number 0002100640 Filed Document 0002100640-26-000003 Exclusions or Exemptions 506b Accepted Date 2026-03-04 13:38:04 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business NEW YORK Revenue or Assets Decline to Disclose Type of Security Equity
AX Essential Retail Portfolio, DST See All Filings	D/A	2026-02-17 12:06:48 UTC
Amount To Be Raised $91,520,000 Associated Brokers / Dealers Realized Financial, Inc., Realized Financial, Inc., Realized Financial, Inc., Concorde Investment Services, LLC, Concorde Investment Services, LLC, FNEX Capital, LLC, Concorde Investment Services, LLC, Concorde Investment Services, LLC, and Concorde Investment Services, LLC CIK Number 0002100640 Filed Document 0002100640-26-000002 Exclusions or Exemptions 506b Accepted Date 2026-02-17 12:06:48 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business NEW YORK Revenue or Assets Decline to Disclose Type of Security Equity
AX Essential Retail Portfolio, DST See All Filings	D/A	2026-01-21 15:48:57 UTC
Amount To Be Raised $91,520,000 Associated Brokers / Dealers Realized Financial, Inc., Realized Financial, Inc., Realized Financial, Inc., Concorde Investment Services, LLC, Concorde Investment Services, LLC, and FNEX Capital, LLC CIK Number 0002100640 Filed Document 0002100640-26-000001 Exclusions or Exemptions 506b Accepted Date 2026-01-21 15:48:57 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business NEW YORK Revenue or Assets Decline to Disclose Type of Security Equity
AX Essential Retail Portfolio, DST See All Filings	D	2025-12-11 15:35:24 UTC
Amount To Be Raised $91,520,000 Associated Brokers / Dealers Realized Financial, Inc. and Realized Financial, Inc. CIK Number 0002100640 Filed Document 0002100640-25-000001 Exclusions or Exemptions 506b Accepted Date 2025-12-11 15:35:24 UTC Type of Offering D Industry Other Real Estate Principal Place of Business NEW YORK Revenue or Assets Decline to Disclose Type of Security Equity