Form D filings in Montana.
31 Form D notices were filed by issuers based in Montana in Q2 2026 and Q3 2026, 19 new and 12 amendments. 74.2% claimed Rule 506(b) and 25.8% Rule 506(c).
- Notices
- 31
- Amendments
- 12
- Rule 506(c)
- 25.8%
- Pooled funds
- 12.9%
- Amount sold, new notices
- $47.6M
- Latest filing
- 2026-09-28
Latest notices
| Filed | Issuer | Industry | Type | Amount sold | Offering size | Exemptions |
|---|---|---|---|---|---|---|
| 2026-09-28 | Sydney Collective LLC | Business Services | D | $0 | Indefinite | Rule 506(c) |
| 2026-09-17 | Encore SPV I LLC | Pooled Investment Fund | D/A | $21.3M | Indefinite | Rule 506(c), Investment Company Act 3(c), 3(c)(1) |
| 2026-09-15 | TogetherMade, PBC | Other Health Care | D | $450K | $850K | Rule 506(b) |
| 2026-09-04 | Pattee Creek Condominiums LLLP | Residential | D | $379K | $379K | Rule 506(b) |
| 2026-08-25 | Kore Infrastructure, LLC | Other Energy | D | $65K | $65K | Rule 506(b) |
| 2026-08-25 | PSQ Holdings, Inc. | Other | D | $1.3M | $1.3M | Rule 506(b) |
| 2026-08-24 | Bergen Park Global Opportunity Fund, LP | Pooled Investment Fund | D | $20.8M | Indefinite | Rule 506(b), Investment Company Act 3(c), 3(c)(1) |
| 2026-08-21 | menuredux Inc. | Other Technology | D | $10K | $70K | Rule 506(b) |
| 2026-07-24 | Way Way West, LLC | Other | D | $25K | $500K | Rule 506(b) |
| 2026-07-22 | Investing Wolf LLC | Investing | D/A | $27.0M | Indefinite | Rule 506(c) |
| 2026-07-21 | Winter in Whitefish LLC | Other | D | $0 | $500K | Rule 506(b) |
| 2026-07-15 | Reveal Technology, Inc. | Other Technology | D | $4.6M | Indefinite | Rule 506(b) |
| 2026-07-09 | PRP Bakken II LP | Oil and Gas | D/A | $2.6M | $40.0M | Rule 506(c) |
| 2026-07-09 | PRP Bakken I-H LP | Oil and Gas | D/A | $2.1M | $20.0M | Rule 506(b) |
| 2026-07-09 | PRP Bakken I LP | Oil and Gas | D/A | $12.4M | $25.0M | Rule 506(b) |
| 2026-07-07 | CC-Greenfield MHC, LLC | Commercial | D | $2.8M | $2.8M | Rule 506(b) |
| 2026-07-06 | Elevated Concept & Design LLC | Retailing | D | $40K | $250K | Rule 506(b) |
| 2026-06-26 | Investing Wolf LLC | Investing | D/A | $16.0M | Indefinite | Rule 506(c) |
| 2026-05-27 | TWO BEAR CAPITAL FUND II, LP | Pooled Investment Fund | D/A | $122.8M | Indefinite | Rule 506(c), Investment Company Act 3(c), 3(c)(1) |
| 2026-05-20 | Kittredge Investment Partners, LLC | Other | D | $10.0M | $10.0M | Rule 506(b) |
| 2026-05-14 | Investing Wolf LLC | Investing | D/A | $7.0M | Indefinite | Rule 506(c) |
| 2026-05-12 | Solum, Inc. | Other Technology | D | $1.1M | $1.1M | Rule 506(b) |
| 2026-05-06 | Saddle Peak Partners LLC | Pooled Investment Fund | D | $355K | $355K | Rule 506(b), Investment Company Act 3(c), 3(c)(1) |
| 2026-05-05 | Meili Holdings, LLC | Other | D/A | $4.2M | $5.0M | Rule 506(b) |
| 2026-05-05 | Meili Holdings, LLC | Other | D | $1.0M | $1.0M | Rule 506(b) |
| 2026-05-05 | Meili Holdings, LLC | Other | D | $2.0M | $2.0M | Rule 506(b) |
| 2026-05-05 | Meili Holdings, LLC | Other | D | $2.6M | $5.0M | Rule 506(b) |
| 2026-05-05 | Meili Holdings, LLC | Other | D/A | $1.0M | $1.0M | Rule 506(b) |
| 2026-04-30 | Genesis New Ventures, LLC | Biotechnology | D/A | $4.2M | $6.5M | Rule 506(b) |
| 2026-04-24 | Investing Wolf LLC | Investing | D/A | $2.0M | Indefinite | Rule 506(c) |
Median minimum investment accepted, among the 12 notices above that report one: $25,000.
Query these notices
The Form D offerings endpoint returns every notice for a quarter with all issuer identities and source strings. Filter by issuer CIK, or page through a quarter and group by industry or location yourself.
curl "https://sec-api.dev/api/v1/offerings?period=2026q3&limit=25" \
-H "Authorization: Bearer $SEC_API_KEY"Questions
How many Form D filings came from Montana?
31 Form D notices were filed by issuers based in Montana in Q2 2026 and Q3 2026, 19 new and 12 amendments. 74.2% claimed Rule 506(b) and 25.8% Rule 506(c).
Does amount sold equal money raised this quarter?
No. The total amount sold on a notice is cumulative for the offering. Use new notices, or the latest amendment per offering, to avoid double counting.
Other locations
Plain-text version for agents and LLMs: /form-d/locations/montana.md
Independent. Not affiliated with, endorsed by, or sponsored by the U.S. Securities and Exchange Commission. Data is reproduced from public SEC filings and datasets. Not investment advice.