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Form D · on the record

Heritage Title — $69K Form D filing, September 2026

Heritage Title, LLC filed a Form D with the Securities and Exchange Commission on 2026-09-04.

Heritage Title, LLC filed a Form D notice of an exempt securities offering with the SEC on September 4, 2026. The filing reports $69K sold. Its industry group is Insurance. It names Management Services Investors Title (Manager) (SEC Form D, September 4, 2026).

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Heritage Title, LLC

New Form D on file · 2026-09-04 · the record

$69K
raise on the record
D
filing
1
investors in
NORTH CAROLINA
based
Open the record →

What the record says

FilingForm D
Filed2026-09-04
Industry groupInsurance
Entity typeLimited Liability Company
Incorporated inNORTH CAROLINA
BasedWAKE FOREST, NORTH CAROLINA
CIK1736347
Accession0001736347-26-000001

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What the filing says

  • Offered: $68,607. Sold: $68,607. Left to sell: nothing, all of it is sold. (filing)
  • Investors: 1 had already invested. (filing)
  • Date of first sale: September 1, 2026. (filing)
  • Types of securities: Equity. (filing)
  • Item 16: the filing reports that none of the proceeds goes to executive officers, directors or promoters. (filing)

This is the company's own disclosure. A payment disclosed on a Form D is a disclosed use of proceeds, not a finding of wrongdoing.

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Filing history · 3 filings on this registrant
Form D · 2023-03-14 · $158KForm D · 2023-07-10 · $254KForm D · 2026-09-04 · $69K · this page 2023-03-14 2026-09-04

Each marker is one filing. The larger marker is the filing this page is about.

Insurance · by week
This raise, $69K, filed week of Aug 31

Trailing twelve months. 353 filings in Insurance, totalled by week. The dot is this raise, $69K, on the same scale — one filing against the whole group's total, so it sits low by construction.

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Sourced from the filing index on sec.gov, and from the company's own site, read directly on 2026-09-25 (heritagetitlellc.com).

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Heritage Title, LLC: Raised $69K, Form D filed 2026-09-04

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Permanent URL: https://mentionfox.com/funding/heritage-title-llc-form-d-000001
Last updated 2026-10-20
Primary record: SEC filing 1 · SEC filing 2 · SEC filing 3 · SEC filing 4
Heritage Title raised $69K — SEC Form D filing, September 2026. MentionFox, 2026-10-20. https://mentionfox.com/funding/heritage-title-llc-form-d-000001