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Form D · on the record

Lineage Brands — $1.48M Form D filing, March 2026

Lineage Brands, LLC filed a Form D with the Securities and Exchange Commission on 2026-03-03.

Lineage Brands, LLC filed a Form D notice of an exempt securities offering with the SEC on March 3, 2026. The filing reports $1.48M sold. Its industry group is Restaurants. It names Gene Levick (Executive Officer, Director), David Morgan (Director), Stuart Updegrove (Director) (SEC Form D, March 3, 2026).

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Lineage Brands, LLC

New Form D on file · 2026-03-03 · the record

$1.48M
raise on the record
D
filing
12
investors in
PENNSYLVANIA
based
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What the record says

FilingForm D
Filed2026-03-03
Industry groupRestaurants
Entity typeLimited Liability Company
Incorporated inDELAWARE
BasedBALA CYNWYD, PENNSYLVANIA
CIK1723513
Accession0001723513-26-000003

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More on the people and the money behind Lineage Brands, LLC, from the filings we hold.

Raised through the same sales agent

Ceros Financial Services, Inc. received sales compensation on this raise and on 7 other raises we hold, nearest in date first:

More raises like this

Restaurants raises filed within 90 days of this one, largest first.

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What the filing shows about Lineage Brands, LLC

  • 12 investors had already put money in when it filed.
  • The filing names 3 people as officers, directors or promoters.

Only in the Full Report: Who Runs It, And How To Reach Them · Warning Bells · Who Pays Them, And Who They Are Up Against.

Example from a real report (our sample on Target): “The Q2 2026 earnings report, published August 19, 2026, showed adjusted EPS of $2.46 against an expected $2.33” Source: CNBC

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What the filing says

  • Offered: $90,000,000. Sold: $1,475,000. Left to sell: $88,525,000. (filing)
  • Investors: 12 had already invested. (filing)
  • Date of first sale: February 6, 2026. (filing)
  • Types of securities: Equity; Options, warrants or other rights to acquire another security. (filing)
  • Item 16: the filing reports that none of the proceeds goes to executive officers, directors or promoters (marked as an estimate). (filing)
  • On sales commissions and finders' fees: the filing adds “Placement Agent to receive placement fee equal to 10% of gross proceeds of units sold and warrants to purchase Class J units of equity (negligible value at issuance).” (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 · 4 filings on this registrant
Form D · 2023-10-26 · $1.04MForm D · 2024-04-17 · $3.59MForm D · 2024-12-16 · $718KForm D · 2026-03-03 · $1.48M · this page 2023-10-26 2026-03-03

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

Restaurants · by week
This raise, $1.48M, filed week of Mar 2

Trailing twelve months. 171 filings in Restaurants, totalled by week. The dot is this raise, $1.48M, on the same scale — one filing against the whole group's total, so it sits low by construction.

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What the filing shows about Lineage Brands, LLC

  • 12 investors had already put money in when it filed.
  • The filing names 3 people as officers, directors or promoters.

Only in the Full Report: Who Runs It, And How To Reach Them · Warning Bells · Who Pays Them, And Who They Are Up Against.

Example from a real report (our sample on Target): “The Q2 2026 earnings report, published August 19, 2026, showed adjusted EPS of $2.46 against an expected $2.33” Source: CNBC

A Full Report on Lineage Brands, LLC: verified, sourced, every claim cited, ready in a few minutes. See pricing.

What the Full Report on Lineage Brands, LLC covers

  1. The Short Answer

  2. Which Company This Is

  3. What They Do, And How The Money Works

  4. Who Runs It, And How To Reach Them

  5. The Money: Funding, Valuation, Runway

  6. Who Pays Them, And Who They Are Up Against

  7. Warning Bells

  8. Sources

    1 cited source found

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Sourced from the filing index on sec.gov.

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Lineage Brands, LLC: Raised $1.48M, Form D filed 2026-03-03

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Permanent URL: https://mentionfox.com/funding/lineage-brands-llc-form-d-26000001
Last updated 2026-10-25
Primary record: SEC filing 1 · SEC filing 2
Lineage Brands raised $1.48M — SEC Form D filing, March 2026. MentionFox, 2026-10-25. https://mentionfox.com/funding/lineage-brands-llc-form-d-26000001