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 | National Net Lease Portfolio II DST | 1552217 | 11/02/2012 | D/A | $30,351,220 | $10,017,225 |
| INVESTMENT PLANNERS, INC. | 18557 | Cranberry Retail Venture DST | 1569803 | 08/01/2013 | D/A | $11,406,454 | $9,831,222 |
| INVESTMENT PLANNERS, INC. | 18557 | National Net Lease Portfolio III DST | 1576281 | 07/16/2013 | D/A | $12,283,677 | $9,803,160 |
| INVESTMENT PLANNERS, INC. | 18557 | Grocery & Pharmacy Portfolio DST | 1528500 | 11/17/2011 | D/A | $23,425,285 | $9,356,116 |
| INVESTMENT PLANNERS, INC. | 18557 | Self-Storage Portfolio II DST | 1691225 | 03/06/2017 | D/A | $21,384,982 | $9,211,920 |
| INVESTMENT PLANNERS, INC. | 18557 | Denver Multifamily Portfolio DST | 1651314 | 12/29/2015 | D/A | $9,198,099 | $9,198,099 |
| INVESTMENT PLANNERS, INC. | 18557 | Cypress Income Fund 9, LLC | 1446730 | 09/03/2009 | D/A | $20,000,000 | $9,142,740 |
| INVESTMENT PLANNERS, INC. | 18557 | Indianapolis Medical Office DST | 1686014 | 11/17/2016 | D/A | $13,897,674 | $8,885,794 |
| INVESTMENT PLANNERS, INC. | 18557 | Healthcare Portfolio II DST | 1701369 | 03/30/2017 | D/A | $54,858,510 | $8,809,603 |
| INVESTMENT PLANNERS, INC. | 18557 | CW Pharmacy I DST | 1550184 | 07/11/2012 | D/A | $17,977,380 | $8,722,292 |