Filer Snapshot

Frederick Baerenz

CIK 0001906588. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

9

Latest filing

14 Nov 2024

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: Forms 3/4/5 owner position for AOG Institutional Fund. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

Largest parsed holding

Populates from the latest parsed 13F information table.

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13D/G large stake

No recent parsed 13D/G stake row for this CIK.

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Insider / owner context

AOG Institutional Fund

04 Nov 2024

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Source: SEC Forms 3/4/5

3 filed on 14 Nov 2024 for CIK 0001906588.

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Business address
11911 Freedom Drive, Suite 730, Reston, VA, 20190-5672

Filer intelligence

What SEC filings say about Frederick Baerenz

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Quick read

  • Forms 3/4/5 show insider context for AOG Institutional Fund.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio No rows yet

Quarterly institutional portfolio holdings.

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13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 3 rows

Officer, director, and 10% owner holdings or transactions.

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Forms 3/4/5 insider context

AOG Institutional Fund

04 Nov 2024 · President and CEO

AOG Institutional Diversified Tender Fund

13 Dec 2021 · President and CEO

AOG Institutional Diversified Master Fund

13 Dec 2021 · President and CEO

Latest update

What changed recently for Frederick Baerenz

Ownership report updated

Latest ownership report period: 04 Nov 2024. Open the source-backed page to inspect the fresh filing or facts context.

Update date

14 Nov 2024

Page type

Ownership filings

Latest period

04 Nov 2024

Ownership context was refreshed from SEC Forms 3/4/5 filed on 14 Nov 2024.

SEC filing record

CIK 0001906588 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
9
First seen
04 Feb 2022
Latest filing
14 Nov 2024
Entity
Individual

Observed form types

3 4 4/A

Latest Filings

Showing the latest 9 of 9 SEC filings for Frederick Baerenz.

3 File 811-23764

3 filing

Filing date
14 Nov 2024
Reporting date
04 Nov 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 811-23764

4 filing

Filing date
22 Jul 2024
Reporting date
18 Jul 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 811-23764

4 filing

Filing date
03 Jul 2024
Reporting date
01 Jul 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 811-23764

4 filing

Filing date
08 Apr 2024
Reporting date
03 Oct 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
4/A File 811-23764

4/A filing

Filing date
08 Apr 2024
Reporting date
01 Feb 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 811-23764

4 filing

Filing date
07 Sep 2022
Reporting date
01 Feb 2022
SEC evidence
Open document Open filing
Next action
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3 File 811-23764

3 filing

Filing date
04 Feb 2022
Reporting date
13 Dec 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
3 File 811-23765

3 filing

Filing date
04 Feb 2022
Reporting date
13 Dec 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
3 File 811-23766

3 filing

Filing date
04 Feb 2022
Reporting date
13 Dec 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
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