Peak Portfolio III Amends Exempt Securities Offering Filing

TL;DR

**Peak Portfolio III just updated its private offering details, likely a minor correction.**

AI Summary

Peak Portfolio III, LLC filed an amended Form D/A on March 24, 2026, updating a previous notice of an exempt offering of securities. This filing, identified by accession number 0002082713-26-000002, indicates a change or correction to an earlier filing related to their fundraising efforts. For investors, this matters because it provides updated information on how the company is raising capital outside of traditional public offerings, which can impact future growth and ownership structure.

Why It Matters

This D/A filing provides updated information on Peak Portfolio III, LLC's private fundraising activities, which can affect the company's capital structure and future financial health.

Risk Assessment

Risk Level: low — An amended Form D/A typically indicates a correction or update to a previous filing, not a new offering, and generally carries low direct risk.

Analyst Insight

Investors should monitor future filings from Peak Portfolio III, LLC for details on the terms of their exempt offerings, as these can impact the company's valuation and future equity structure.

Key Numbers

• 0002082713-26-000002 — SEC Accession No. (unique identifier for this specific filing)
• 2026-03-24 — Filing Date (the date the D/A form was submitted and accepted)
• 392081802 — EIN (Employer Identification Number for Peak Portfolio III, LLC)
• 021-555538 — File No. (the file number associated with the original offering)

Key Players & Entities

• Peak Portfolio III, LLC (company) — the filer of the D/A form
• 0002082713 (dollar_amount) — the CIK (Central Index Key) for Peak Portfolio III, LLC
• 2026-03-24 (person) — the filing and acceptance date of the D/A form

Forward-Looking Statements

• Peak Portfolio III, LLC will continue to raise capital through private offerings. (Peak Portfolio III, LLC) — medium confidence, target: 2027-03-24

FAQ

Key Financial Figures

• $1 — enues   No Aggregate Net Asset Value   $1 - $1,000,000 $1 - $5,000,000   $1,000,
• $1,000,000 — No Aggregate Net Asset Value   $1 - $1,000,000 $1 - $5,000,000   $1,000,001 - $5,000,
• $5,000,000 — Net Asset Value   $1 - $1,000,000 $1 - $5,000,000   $1,000,001 - $5,000,000   $5,000,001
• $1,000,001 — e   $1 - $1,000,000 $1 - $5,000,000   $1,000,001 - $5,000,000   $5,000,001 - $25,000,000
• $5,000,001 — $5,000,000   $1,000,001 - $5,000,000   $5,000,001 - $25,000,000 $5,000,001 - $25,000,000
• $25,000,000 — $1,000,001 - $5,000,000   $5,000,001 - $25,000,000 $5,000,001 - $25,000,000   $25,000,001
• $25,000,001 — $25,000,000 $5,000,001 - $25,000,000   $25,000,001 - $50,000,000 $25,000,001 - $100,000,0
• $50,000,000 — 5,000,001 - $25,000,000   $25,000,001 - $50,000,000 $25,000,001 - $100,000,000   $50,000,0
• $100,000,000 — 25,000,001 - $50,000,000 $25,000,001 - $100,000,000   $50,000,001 - $100,000,000   Over $1
• $50,000,001 — 0,000,000 $25,000,001 - $100,000,000   $50,000,001 - $100,000,000   Over $100,000,000   O

Filing Documents

• primary_doc.html (D/A)
• primary_doc.xml (D/A) — 5KB
• 0002082713-26-000002.txt ( ) — 6KB

From the Filing

Form D FORM D Notice of Exempt Offering of Securities UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. OMB APPROVAL OMB Number: 3235-0076 Estimated Average burden hours per response: 4.0 1. Issuer's Identity CIK (Filer ID Number) Previous Name(s) None Entity Type Corporation Limited Partnership   Limited Liability Company   General Partnership   Business Trust Other   Name of Issuer   Peak Portfolio III, LLC Jurisdiction of Incorporation/Organization DELAWARE   Year of Incorporation/Organization Over Five Years Ago Within Last Five Years (Specify Year) 2025 Yet to Be Formed           2. Principal Place of Business and Contact Information Name of Issuer   Peak Portfolio III, LLC Street Address 1 Street Address 2   305 S RIDGE ST.   UNIT 3218   BRECKENRIDGE   COLORADO     80426   502-297-2727   3. Related Persons Last Name First Name Middle Name Scovil Stewart Street Address 1 Street Address 2   305 S RIDGE ST.       BRECKENRIDGE   COLORADO   80426   Relationship: Executive Officer Director Promoter Clarification of Response (if Necessary)   4. Industry Group   Agriculture Banking & Financial Services     Commercial Banking     Insurance   Investing     Investment Banking     Pooled Investment Fund   Other Banking & Financial Services   Business Services Energy     Coal Mining     Electric Utilities     Energy Conservation     Environmental Services     Oil & Gas     Other Energy Health Care     Biotechnology     Health Insurance     Hospitals & Physicians     Pharmaceuticals     Other Health Care                         Manufacturing Real Estate   Commercial   Construction   REITS & Finance   Residential Other Real Estate   Retailing Restaurants Technology   Computers   Telecommunications   Other Technology Travel   Airlines & Airports   Lodging & Conventions   Tourism & Travel Services   Other Travel Other        5. Issuer Size Revenue Range Aggregate Net Asset Value Range No Revenues   No Aggregate Net Asset Value   $1 - $1,000,000 $1 - $5,000,000   $1,000,001 - $5,000,000   $5,000,001 - $25,000,000 $5,000,001 - $25,000,000   $25,000,001 - $50,000,000 $25,000,001 - $100,000,000   $50,000,001 - $100,000,000   Over $100,000,000   Over $100,000,000   Decline to Disclose   Decline to Disclose   Not Applicable   Not Applicable   6. Federal Exemption(s) and Exclusion(s) Claimed (select all that apply) Rule 504(b)(1) (not (i), (ii) or (iii)) Rule 506(b)         Rule 504 (b)(1)(i) Rule 506(c) Rule 504 (b)(1)(ii) Securities Act Section 4(a)(5) Rule 504 (b)(1)(iii) Investment Company Act Section 3(c)     7. Type of Filing   New Notice Date of First Sale   2025-09-30   First Sale Yet to Occur   Amendment     8. Duration of Offering Does the Issuer intend this offering to last more than one year?   Yes   No     9. Type(s) of Securities Offered (select all that apply) Pooled Investment Fund Interests Equity Tenant-in-Common Securities Debt Mineral Property Securities Option, Warrant or Other Right to Acquire Another Security Security to be Acquired Upon Exercise of Option, Warrant or Other Right to Acquire Security Other (describe)       10. Business Combination Transaction Is this offering being made in connection with a business combination transaction, such as a merger, acquisition or exchange offer?   Yes   No Clarification of Response (if Necessary)       11. Minimum Investment Minimum investment accepted from any outside investor $   50000 USD 12. Sales Compensation Recipient   Recipient CRD Number None     (Associated) Broker or Dealer None (Associated) Broker or Dealer CRD Number  None     Street Address 1 Street Address 2             13. Offering and Sales Amounts   Total Offering Amount $ 15000000 USD Indefinite Total Amount Sold $ 4500000 USD Total Remaining to be Sold $ 10500000 USD Indefinite Clarification of Response (if Necessary)      14. Investors Select if securities in the offering have been or may be sold to persons who do not qualify as accredited investors, Number of such non-accredited investors who already have invested in the offering 0     Regardless of whether securities in the offering have been or may be sold to persons who do not qualify as accredited investors, enter the total number of investors who already have invested in the offering: 1   15. Sales Commissions & Finders’ Fees Expenses Provide separately the amounts of sales commissions and finders' fees expenses, if any. If the amount of an expenditure is not known, provide an estimate and check the box next to the amount. Sales Commissions $ 0 USD Estimate Finders' Fees $ 0 USD Estimate Clarification of Response (if Necessary)     16. Use of Proceeds Provide the amount of the gross proceeds of the offering that has been or is proposed to be used for payments to any of the persons requir

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View this D/A filing on SEC EDGAR