0001953813-24-000001.txt : 20240731 0001953813-24-000001.hdr.sgml : 20240731 20240731144545 ACCESSION NUMBER: 0001953813-24-000001 CONFORMED SUBMISSION TYPE: D/A PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06b FILED AS OF DATE: 20240731 DATE AS OF CHANGE: 20240731 EFFECTIVENESS DATE: 20240731 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Zero Coupon Essential Portfolio DST CENTRAL INDEX KEY: 0001953813 ORGANIZATION NAME: IRS NUMBER: 926133887 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D/A SEC ACT: 1933 Act SEC FILE NUMBER: 021-466644 FILM NUMBER: 241161363 BUSINESS ADDRESS: STREET 1: 2901 BUTTERFIELD ROAD CITY: OAK BROOK STATE: IL ZIP: 60523 BUSINESS PHONE: 888-671-1031 MAIL ADDRESS: STREET 1: 2901 BUTTERFIELD ROAD CITY: OAK BROOK STATE: IL ZIP: 60523 D/A 1 primary_doc.xml X0708 D/A LIVE 0001953813 Zero Coupon Essential Portfolio DST 2901 BUTTERFIELD ROAD OAK BROOK IL ILLINOIS 60523 888-671-1031 DELAWARE None None Other Statutory Trust true 2022 N/A Inland Private Capital Corporation 2901 Butterfield Road Oak Brook IL ILLINOIS 60523 Executive Officer Sponsor of the Issuer N/A Zero Coupon Essential Portfolio, L.L.C. 2901 Butterfield Road Oak Brook IL ILLINOIS 60523 Executive Officer Parent Trust Depositor N/A ZC Essential Portfolio Exchange, L.L.C. 2901 Butterfield Road Oak Brook IL ILLINOIS 60523 Executive Officer Signatory Trustee Keith D. Lampi 2901 Butterfield Road Oak Brook IL ILLINOIS 60523 Executive Officer President and CEO of Sponsor Other Real Estate Decline to Disclose 06b true 0001953813-23-000001 2022-11-22 true true false 25000 Inland Securities Corporation 15807 None None 2901 Butterfield Road Oak Brook IL ILLINOIS 60523 All States false Emerson Equity LLC 130032 None None 155 Bovet Road Suite 725 San Mateo CA CALIFORNIA 94402 CA CALIFORNIA CO COLORADO MN MINNESOTA OK OKLAHOMA TN TENNESSEE WY WYOMING false Lightpath Capital, Inc. 34617 None None 1560 E. Southlake Blvd. Suite 100 Southlake TX TEXAS 76092 CA CALIFORNIA false Concorde Investment Services, LLC 151604 None None 19500 Victor Parkway Suite 550 Livonia MI MICHIGAN 48152 AZ ARIZONA CA CALIFORNIA FL FLORIDA MA MASSACHUSETTS MN MINNESOTA NV NEVADA NY NEW YORK NC NORTH CAROLINA OR OREGON SC SOUTH CAROLINA TX TEXAS UT UTAH VA VIRGINIA WY WYOMING false Benchmark Investments, LLC 103792 None None 175 Country Club Drive Building 400, Suite D Stockbridge GA GEORGIA 30281 FL FLORIDA MO MISSOURI TN TENNESSEE TX TEXAS false Capulent LLC 155155 None None 4144 N. 44th Street Suite 3 Phoenix AZ ARIZONA 85018 CA CALIFORNIA CT CONNECTICUT FL FLORIDA false DFPG Investments, LLC 155576 None None 9017 S. Riverside Drive Suite 210 Sandy UT UTAH 84070 AZ ARIZONA CA CALIFORNIA CO COLORADO HI HAWAII IL ILLINOIS MS MISSISSIPPI MO MISSOURI NV NEVADA WA WASHINGTON false Cape Securities Inc. 7072 None None 1600 Pennsylvania Avenue McDonough GA GEORGIA 30253 IA IOWA false McDermott Investment Services, LLC 154926 None None 44 East Broad Street 2nd Floor Bethlehem PA PENNSYLVANIA 18018 CA CALIFORNIA false DAI Securities, LLC 36673 None None 2200 Century Parkway NE Suite 435 Atlanta GA GEORGIA 30345 FL FLORIDA IL ILLINOIS IA IOWA MA MASSACHUSETTS MN MINNESOTA OK OKLAHOMA OR OREGON TX TEXAS false Avantax Investment Services, Inc. 13686 None None 3200 Olympus Blvd. Suite 100 Dallas TX TEXAS 75019 CA CALIFORNIA CO COLORADO IN INDIANA MI MICHIGAN NE NEBRASKA NY NEW YORK OR OREGON TX TEXAS false Centaurus Financial, Inc. 30833 None None 2300 E. Katella Avenue Suite 200 Anaheim CA CALIFORNIA 92806 CA CALIFORNIA PA PENNSYLVANIA false Great Point Capital LLC 114203 None None 200 W. Jackson Blvd. Suite 1000 Chicago IL ILLINOIS 60606 CO COLORADO IL ILLINOIS MO MISSOURI false Aurora Securities 46147 None None 2565 West Maple Troy MI MICHIGAN 48084 SC SOUTH CAROLINA false Cambridge Investment Research, Inc. 39543 None None 1776 Pleasant Plain Rd. Fairfield IA IOWA 62556 FL FLORIDA NE NEBRASKA NY NEW YORK WI WISCONSIN false RCX Capital Group, LLC 114290 None None 2002 Timberloch Place Suite 200 The Woodlands TX TEXAS 77380 CA CALIFORNIA WI WISCONSIN false Stifel Nicolaus & Company, Incorporated 793 None None 501 North Broadway St. Louis MO MISSOURI 63102 NY NEW YORK TX TEXAS false Ameritas Investment Company, LLC 14869 None None 5900 "O" Street Lincoln NE NEBRASKA 68510 CA CALIFORNIA false American Portfolios Financial Services, Inc. 18487 None None 4250 Veterans Memorial Highway 4th Floor East Holbrook NY NEW YORK 11741 NJ NEW JERSEY TN TENNESSEE false Berthel, Fisher & Company Financial Services, Inc. 13609 None None 4201 42nd Street NE Suite 100 Cedar Rapids IA IOWA 52402 MN MINNESOTA false Osaic Wealth, Inc. 23131 None None 18700 N. Hayden Road Suite 255 Scottsdale AZ ARIZONA 85255 CA CALIFORNIA CT CONNECTICUT FL FLORIDA NC NORTH CAROLINA OH OHIO false Purshe Kaplan Sterling Investments 35747 None None 80 State Street Albany NY NEW YORK 12207 NY NEW YORK false WealthForge Securities, LLC 152550 None None 3015 W. Moore Street Suite 102 Richmond VA VIRGINIA 23230 CA CALIFORNIA NJ NEW JERSEY false Osaic Institutions, Inc. 36371 None None 538 Preston Avenue Meriden CT CONNECTICUT 06450 FL FLORIDA false American Trust Investment Services, Inc. 3001 None None 1244 119th Street Whiting IN INDIANA 46394 AZ ARIZONA FL FLORIDA false Patrick Capital Markets, LLC 16518 None None 11152 South Towne Square St. Louis MO MISSOURI 63123 GA GEORGIA false Ausdal Financial Partners, Inc. 7995 None None 5187 Utica Ridge Rd. Davenport IA IOWA 52807 IN INDIANA false Park Avenue Securities LLC 46173 None None 10 Hudson Yards New York NY NEW YORK 10001 MA MASSACHUSETTS false Vanderbilt Securities, LLC 5953 None None 125 Froehlich Farm Blvd. Woodbury NY NEW YORK 11797 FL FLORIDA false Kingswood Capital Partners, LLC 288898 None None 11440 W. Bernardo Ct. Suite 300 San Diego CA CALIFORNIA 92127 TX TEXAS false 35914017 32744960 3169057 false 183 1795701 true 0 true 9685388 true Estimate of certain fees, including Dealer Fee, Placement Agent Fee, O&O Expenses, Acquisition Fee and Reimbursement of Acquisition and Financing that may accrue to one or more related persons. false Zero Coupon Essential Portfolio DST Keith D. Lampi Keith D. Lampi President and CEO of Sponsor 2024-07-31