Form D · Insurance
Heritage Title, LLC
Wake Forest, NC · CIK 0001736347
Offering snapshot reported Sep 4, 2026 · SEC filing
- Reported sold
- $68.6K Offering amount: $68.6K
- Investors reported
- 1 Form D · investor count
- Minimum accepted
- $189 Reported outside-investor minimum
- First sale
- Sep 1, 2026 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Sep 4, 2026 | Initial | $68,607 | No comparison | 1 | SEC filing |
| Jul 10, 2023 | Initial | $253,996 | No comparison | 2 | SEC filing |
| Mar 14, 2023 | Initial | $158,019 | No comparison | 1 | SEC filing |
| Jul 7, 2021 | Initial | $274,272 | No comparison | Not reported | SEC filing |
| Oct 30, 2020 | Initial | $173,698 | No comparison | 2 | SEC filing |
| Apr 3, 2018 | Initial | $100,000 | No comparison | 7 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-596451
Source: Form D, filed Sep 4, 2026. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No matching detailed fund disclosure was found in the latest imported ADV filings. This does not establish that the issuer has no adviser.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| Management Services Investors Title | Executive |
Issuer details
Industry: Insurance (See others in industry)
Address:
1776 Heritage Center Dr Suite 201
Wake Forest, NC, 27587
Phone: 919-945-2549
Wake Forest, NC, 27587
Phone: 919-945-2549