Filing Details
- Accession Number:
- 0002014420-25-000001
- Form Type:
- 4
- Zero Holdings:
- No
- Publication Time:
- 2025-07-15 15:09:40
- Reporting Period:
- 2025-06-02
- Filing Date:
- 2025-07-15
- Accepted Time:
- 2025-07-15 15:09:40
- SEC Url:
- Form 4 Filing
Issuer
| Cik | Name | Symbol | Sector (SIC) | IRS No |
|---|---|---|---|---|
| 1976685 | Institutional Investment Strategy Fund | XIVYX | () | 000000000 |
Insiders
| Cik | Name | Reported Address | Insider Title | Director | Officer | Large Shareholder | Other |
|---|---|---|---|---|---|---|---|
| 2014420 | Bharath Potti | 2261 Market Street #5190 San Francisco CA 94114 | Yes | No | No | No |
Transaction Summary
| Purchased: | 3,478 shares | Avg. Price: $11.15 | Total Value: $38,784.57 |
| Number of Shares After Transactions: | 3,478 shares | ||
Reported Non-Derivative Transactions
| Sec. Name | Acquisiton - Disposition | Date | Amount | Price | Remaning Holdings | Equity Swap Involved | Form Type | Code | Nature of Ownership | Explanation |
|---|---|---|---|---|---|---|---|---|---|---|
| Institutional Investment Strategy - Founder Class Shares | Acquisiton | 2025-06-02 | 1,858 | $11.15 | 1,858 | No | 4 | P | Direct | |
| Institutional Investment Strategy - Founder Class Shares | Acquisiton | 2025-06-02 | 1,620 | $11.15 | 3,478 | No | 4 | P | Direct |
| Equity Swap Involved | Form Type | Code | Nature of Ownership | Explanation |
|---|---|---|---|---|
| No | 4 | P | Direct | |
| No | 4 | P | Direct |
Billionaire Hedge Funds
