Form Ds provide information on individual, unregistered securities offerings.
Search by Recipient Name or Primary Issuer:
| Recipient | CRD | Primary Issuer | CIK | Filing Date | Form Type | Total Offering Amount | Total Amount Sold |
|---|---|---|---|---|---|---|---|
| INVESTMENT PLANNERS, INC. | 18557 | Self-Storage Portfolio III DST | 1702835 | 07/20/2017 | D/A | $20,001,613 | $18,995,762 |
| INVESTMENT PLANNERS, INC. | 18557 | RR HV VENTURE HOLDINGS DST | 1450772 | 05/08/2009 | D/A | $47,140,485 | $18,954,317 |
| INVESTMENT PLANNERS, INC. | 18557 | Self-Storage Portfolio II DST | 1691225 | 06/09/2017 | D/A | $21,384,982 | $18,824,379 |
| INVESTMENT PLANNERS, INC. | 18557 | MCI PREFERRED INCOME FUND VI, LLC | 1903367 | 06/09/2023 | D/A | $500,000,000 | $18,781,091 |
| INVESTMENT PLANNERS, INC. | 18557 | MCI PREFERRED INCOME FUND VI, LLC | 1903367 | 06/20/2023 | D/A | $500,000,000 | $18,781,091 |
| INVESTMENT PLANNERS, INC. | 18557 | Fort Myers Multifamily DST | 1759531 | 05/28/2019 | D/A | $23,971,364 | $18,710,997 |
| INVESTMENT PLANNERS, INC. | 18557 | LV M VENTURE HOLDINGS DST | 1448276 | 01/07/2010 | D/A | $37,789,715 | $18,566,913 |
| INVESTMENT PLANNERS, INC. | 18557 | University Lofts, L.L.C. | 1614661 | 03/25/2015 | D/A | $18,300,000 | $18,300,000 |
| INVESTMENT PLANNERS, INC. | 18557 | CW Pharmacy I DST | 1550184 | 10/30/2012 | D/A | $17,977,380 | $17,977,380 |
| INVESTMENT PLANNERS, INC. | 18557 | Healthcare Portfolio DST | 1652677 | 10/16/2015 | D | $35,708,329 | $17,849,105 |