$20M
Qualified
maximum offering price, as qualified
$0
Reported Sold
1-K 2018-06-26
9
Filings
across 2 offerings
Equity Classes
| Type | Class | Outstanding | CUSIP |
|---|---|---|---|
| common | Common Stock | 2,700,710 | 45782G103 |
| debt | Senior Secured Notes | 625,000 | — |
| preferred | Series B Convertible Preferred | 42,750 | — |
| preferred | Series C Convertible Preferred | 1,904,404 | — |
| preferred | Series D Convertible Preferred | 267,300 | 45782G202 |
Service Providers
| Role | Provider |
|---|---|
| auditor | Chapman, Hext & Co. P.C. |
| legal | Winstead PC |
| sales commission | Lanier Securities, LLC |
Offerings
| File Number | Filings | First Filed | Last Filed | Qualified | Commenced | Price/Security | Securities Offered | Securities Sold | Qualified Sold | Outstanding | Aggregate Offering | Proceeds Reported | Estimated Net | Supplements | Last Supplement | Withdrawn | CRD |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 024-10780 | 6 | 2017-12-22 | 2018-06-26 | 2018-03-23 | 2018-02-26 | $10.00 | 2,000,000 | 0 | 20,000,000 | 267,300 | $20M | $0 | $18.5M | 1 | 2018-02-28 | 2018-09-25 | 285277 |
The statements and reported figures behind Institute for Wealth Holdings, Inc.
Operations, the balance sheet and cash flows as filed, year by year — the filer's own captions, not a mapped chart of accounts — plus the tagged figures from every Form 1-A family filing, plotted on the dates they were actually reported. EDGAR still has each 1-K; the dashboard lays every year they filed next to it.
- Every caption as the filer wrote it, across every annual report — not just the latest 1-K
- Tagged reported figures across every filing — revenue, assets, cash — with a sparkline on the actual filing dates
- A sparkline on each annual-statement line, so the shape is visible before the figures
- A revenue series dated to the filings that reported it
- A filing history that says what each document contributed, not only that it exists
- Follow it, and see it change on your watchlist
External link: SEC Filings