DFX Intelligence
Data Factory
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advised by EQUITY RESOURCE INVESTMENTS, LLC
Massachusetts, United States
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Filed | GAV | Owners | Minimum | Adviser owns | Audited | Name as filed |
|---|---|---|---|---|---|---|
| Jul 18, 2024 | $990,635 | 14 | $0 | 8000.0% | no | DVR ANNEX, LLC |
| Jun 14, 2024 | $990,635 | 14 | $0 | 8000.0% | no | DVR ANNEX, LLC |
| Mar 28, 2024 | $990,635 | 14 | $0 | 8000.0% | no | DVR ANNEX, LLC |
| Jan 26, 2024 | $874,497 | 14 | $0 | 8500.0% | no | DVR ANNEX, LLC |
| Jul 24, 2023 | $874,497 | 14 | $0 | 8500.0% | no | DVR ANNEX, LLC |
| Apr 25, 2023 | $874,497 | 14 | $0 | 8500.0% | no | DVR ANNEX, LLC |
| Mar 30, 2023 | $874,497 | 14 | $0 | 8500.0% | no | DVR ANNEX, LLC |
| Oct 27, 2022 | $1.4M | 14 | $0 | 8500.0% | no | DVR ANNEX, LLC |
| Sep 9, 2022 | $1.4M | 14 | $0 | 8500.0% | no | DVR ANNEX, LLC |
| Jul 7, 2022 | $1.4M | 14 | $0 | 8500.0% | no | DVR ANNEX, LLC |
| Mar 31, 2022 | $1.4M | 14 | $0 | 8500.0% | no | DVR ANNEX, LLC |
| Dec 14, 2021 | $1.0M | 14 | $0 | 8500.0% | no | DVR ANNEX, LLC |
| Aug 17, 2021 | $1.0M | 14 | $0 | 8500.0% | no | DVR ANNEX, LLC |
| Apr 9, 2021 | $1.0M | 14 | $0 | 8500.0% | no | DVR ANNEX, LLC |
| Mar 26, 2021 | $1.0M | 14 | $0 | 8500.0% | no | DVR ANNEX, LLC |
| Apr 29, 2020 | $1.2M | 14 | $0 | 8500.0% | no | DVR ANNEX, LLC |
| Mar 25, 2020 | $1.1M | 14 | $0 | 8500.0% | no | DVR ANNEX, LLC |
| Mar 22, 2019 | $959,021 | 14 | $0 | 8500.0% | no | DVR ANNEX, LLC |
| Mar 29, 2018 | $1.1M | 14 | $0 | 8500.0% | no | DVR ANNEX, LLC |
| Aug 2, 2017 | $1.3M | 14 | $0 | 8500.0% | no | DVR ANNEX, LLC |
| Mar 28, 2017 | $1.3M | 14 | $0 | 8500.0% | no | DVR ANNEX, LLC |
| Oct 13, 2016 | $1.5M | 14 | $0 | 8500.0% | no | DVR ANNEX, LLC |
| Apr 8, 2016 | $1.5M | 14 | $0 | 8500.0% | no | DVR ANNEX, LLC |
| Mar 29, 2016 | $1.5M | 14 | $0 | 8500.0% | no | DVR ANNEX, LLC |
| Mar 30, 2015 | $556,850 | 14 | $0 | 8500.0% | no | DVR ANNEX, LLC |
| Mar 28, 2014 | $726,494 | 14 | $0 | 8500.0% | no | DVR ANNEX, LLC |
| Jun 10, 2013 | $1.4M | 14 | $0 | 8500.0% | no | DVR ANNEX, LLC |
| May 6, 2013 | $1.4M | 14 | $0 | 8500.0% | no | DVR ANNEX, LLC |
| Mar 28, 2013 | $1.4M | 14 | $0 | 8500.0% | no | DVR ANNEX, LLC |
| Jan 15, 2013 | $1.7M | 14 | $0 | 8500.0% | no | DVR ANNEX, LLC |
| Jun 25, 2012 | $1.7M | 14 | $0 | 8500.0% | no | DVR ANNEX, LLC |
| Apr 30, 2012 | $1.7M | 14 | $0 | 8500.0% | no | DVR ANNEX, LLC |
| Feb 16, 2012 | $1.7M | 14 | $0 | 8500.0% | no | DVR ANNEX, LLC |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| INSPIRA FINANCIAL | INSPIRA FINANCIAL | OAK BROOK | Illinois | United States | no | n/a |
| LEADER BANK, N.A. | LEADER BANK, N.A. | Arlington | Massachusetts | United States | no | n/a |