SEC EDGAR filings, ownership reports, and insider transactions for Institutional Investment Strategy Fund.
Recent SEC filings for Institutional Investment Strategy Fund including 497AD, NPORT-P, N-23C3A and more.
| Form type | Document | Filing | Description | Filing date | Reporting date | File number(s) |
|---|---|---|---|---|---|---|
| 497AD | Open 497AD document | View SEC filing for 497AD | 06 Mar 2026 | 333-271745 | ||
| NPORT-P | Open NPORT-P document | View SEC filing for NPORT-P | 02 Mar 2026 | 31 Dec 2025 | 811-23874 | |
| N-23C3A | Open N-23C3A document | View SEC filing for N-23C3A | 23 Feb 2026 | 23 Feb 2026 | 817-01498 | |
| 4 | Open 4 document | View SEC filing for 4 | PRIMARY DOCUMENT | 18 Feb 2026 | 13 Feb 2026 | |
| 497AD | Open 497AD document | View SEC filing for 497AD | 13 Jan 2026 | 333-271745 | ||
| 424B3 | Open 424B3 document | View SEC filing for 424B3 | 13 Jan 2026 | 333-271745 | ||
| 4 | Open 4 document | View SEC filing for 4 | PRIMARY DOCUMENT | 05 Jan 2026 | 02 Jan 2025 | |
| 4 | Open 4 document | View SEC filing for 4 | PRIMARY DOCUMENT | 29 Dec 2025 | 23 Dec 2025 | |
| 4 | Open 4 document | View SEC filing for 4 | PRIMARY DOCUMENT | 29 Dec 2025 | 23 Dec 2025 | |
| 4 | Open 4 document | View SEC filing for 4 | PRIMARY DOCUMENT | 23 Dec 2025 | 22 Dec 2025 | |
| 4 | Open 4 document | View SEC filing for 4 | PRIMARY DOCUMENT | 04 Dec 2025 | 03 Dec 2025 | |
| N-CSRS | Open N-CSRS document | Open XBRL data | View SEC filing for N-CSRS | CERTIFIED SEMI-ANNUAL SHAREHOLDER REPORT OF REGISTERED MANAGEMENT INVESTMENT COM | 02 Dec 2025 | 30 Sep 2025 | 811-23874 |
| 4 | Open 4 document | View SEC filing for 4 | PRIMARY DOCUMENT | 02 Dec 2025 | 01 Dec 2025 | |
| NPORT-P | Open NPORT-P document | View SEC filing for NPORT-P | 01 Dec 2025 | 30 Sep 2025 | 811-23874 | |
| N-23C3A | Open N-23C3A document | View SEC filing for N-23C3A | 24 Nov 2025 | 24 Nov 2025 | 817-01498 | |
| 4 | Open 4 document | View SEC filing for 4 | PRIMARY DOCUMENT | 05 Nov 2025 | 03 Nov 2025 | |
| 4 | Open 4 document | View SEC filing for 4 | PRIMARY DOCUMENT | 29 Oct 2025 | 27 Oct 2025 | |
| 497AD | Open 497AD document | View SEC filing for 497AD | 09 Oct 2025 | 333-271745 | ||
| 4 | Open 4 document | View SEC filing for 4 | PRIMARY DOCUMENT | 03 Oct 2025 | 01 Oct 2025 | |
| N-23C3A | Open N-23C3A document | View SEC filing for N-23C3A | 26 Sep 2025 | 26 Sep 2025 | 817-01498 | |
| 4 | Open 4 document | View SEC filing for 4 | PRIMARY DOCUMENT | 03 Sep 2025 | 02 Sep 2025 | |
| NPORT-P | Open NPORT-P document | View SEC filing for NPORT-P | 26 Aug 2025 | 30 Jun 2025 | 811-23874 | |
| N-PX | Open N-PX document | View SEC filing for N-PX | 25 Aug 2025 | 30 Jun 2025 | 811-23874 | |
| 497AD | Open 497AD document | View SEC filing for 497AD | 14 Aug 2025 | 333-271745 | ||
| 497AD | Open 497AD document | View SEC filing for 497AD | 12 Aug 2025 | 333-271745 | ||
| 497AD | Open 497AD document | View SEC filing for 497AD | 12 Aug 2025 | 333-271745 | ||
| 4 | Open 4 document | View SEC filing for 4 | PRIMARY DOCUMENT | 07 Aug 2025 | 04 Aug 2025 | |
| 4 | Open 4 document | View SEC filing for 4 | PRIMARY DOCUMENT | 05 Aug 2025 | 01 Aug 2025 | |
| 486BPOS | Open 486BPOS document | Open XBRL data | View SEC filing for 486BPOS | 486BPOS | 29 Jul 2025 | 811-23874,333-271745 | |
| 4 | Open 4 document | View SEC filing for 4 | PRIMARY DOCUMENT | 29 Jul 2025 | 28 Jul 2025 | |
| 4 | Open 4 document | View SEC filing for 4 | PRIMARY DOCUMENT | 22 Jul 2025 | 21 Jul 2025 | |
| 497AD | Open 497AD document | View SEC filing for 497AD | 17 Jul 2025 | 333-271745 | ||
| 4 | Open 4 document | View SEC filing for 4 | PRIMARY DOCUMENT | 15 Jul 2025 | 02 Jun 2025 | |
| 4 | Open 4 document | View SEC filing for 4 | PRIMARY DOCUMENT | 15 Jul 2025 | 14 Jul 2025 | |
| 4 | Open 4 document | View SEC filing for 4 | PRIMARY DOCUMENT | 10 Jul 2025 | 07 Jul 2025 | |
| 497AD | Open 497AD document | View SEC filing for 497AD | 07 Jul 2025 | 333-271745 | ||
| 4 | Open 4 document | View SEC filing for 4 | PRIMARY DOCUMENT | 03 Jul 2025 | 30 Jun 2025 | |
| 4 | Open 4 document | View SEC filing for 4 | PRIMARY DOCUMENT | 01 Jul 2025 | 30 Jun 2025 | |
| N-23C3A | Open N-23C3A document | View SEC filing for N-23C3A | 30 Jun 2025 | 27 Jun 2025 | 817-01498 | |
| 497AD | Open 497AD document | View SEC filing for 497AD | 26 Jun 2025 | 333-271745 | ||
| 4 | Open 4 document | View SEC filing for 4 | PRIMARY DOCUMENT | 24 Jun 2025 | 23 Jun 2025 | |
| N-CEN | Open N-CEN document | View SEC filing for N-CEN | 13 Jun 2025 | 31 Mar 2025 | 811-23874 | |
| N-CSR | Open N-CSR document | Open XBRL data | View SEC filing for N-CSR | CERTIFIED ANNUAL SHAREHOLDER REPORT OF REGISTERED MANAGEMENT INVESTMENT COMPANIE | 02 Jun 2025 | 31 Mar 2025 | 811-23874 |
| NPORT-P | Open NPORT-P document | View SEC filing for NPORT-P | 29 May 2025 | 31 Mar 2025 | 811-23874 | |
| 4 | Open 4 document | View SEC filing for 4 | PRIMARY DOCUMENT | 06 May 2025 | 14 Apr 2025 | |
| 497AD | Open 497AD document | View SEC filing for 497AD | 02 May 2025 | 333-271745 | ||
| 4 | Open 4 document | View SEC filing for 4 | PRIMARY DOCUMENT | 30 Apr 2025 | 28 Apr 2025 | |
| 497AD | Open 497AD document | View SEC filing for 497AD | 10 Apr 2025 | 333-271745 | ||
| N-23C3A | Open N-23C3A document | View SEC filing for N-23C3A | 28 Mar 2025 | 28 Mar 2025 | 817-01498 | |
| 4 | Open 4 document | View SEC filing for 4 | PRIMARY DOCUMENT | 18 Mar 2025 | 13 Mar 2025 | |
| NPORT-P | Open NPORT-P document | View SEC filing for NPORT-P | 03 Mar 2025 | 31 Dec 2024 | 811-23874 | |
| 497AD | Open 497AD document | View SEC filing for 497AD | 21 Feb 2025 | 333-271745 | ||
| N-23C3A | Open N-23C3A document | View SEC filing for N-23C3A | 03 Feb 2025 | 27 Dec 2024 | 817-01498 | |
| 497AD | Open 497AD document | View SEC filing for 497AD | 17 Jan 2025 | 333-271745 | ||
| 497AD | Open 497AD document | View SEC filing for 497AD | 16 Jan 2025 | 333-271745 | ||
| 497 | Open 497 document | Open XBRL data | View SEC filing for 497 | DEFINITIVE MATERIALS FILED UNDER PARAGRAPH (A), (B), (C), (D), (E) OR (F) OF SEC | 09 Dec 2024 | 333-271745 | |
| APP ORDR | Open APP ORDR document | View SEC filing for APP ORDR | 03 Dec 2024 | 812-15580 | ||
| APP NTC | Open APP NTC document | View SEC filing for APP NTC | 03 Dec 2024 | 812-15580 | ||
| NPORT-P | Open NPORT-P document | View SEC filing for NPORT-P | 29 Nov 2024 | 30 Sep 2024 | 811-23874 | |
| N-CSRS | Open N-CSRS document | Open XBRL data | View SEC filing for N-CSRS | CERTIFIED SEMI-ANNUAL SHAREHOLDER REPORT OF REGISTERED MANAGEMENT INVESTMENT COM | 27 Nov 2024 | 30 Sep 2024 | 811-23874 |
| 486BPOS | Open 486BPOS document | Open XBRL data | View SEC filing for 486BPOS | 486BPOS | 26 Nov 2024 | 811-23874,333-271745 | |
| 497AD | Open 497AD document | View SEC filing for 497AD | 20 Nov 2024 | 333-271745 | ||
| 486BXT | Open 486BXT document | View SEC filing for 486BXT | 31 Oct 2024 | 811-23874,333-271745 | ||
| APP NTC | Open APP NTC document | View SEC filing for APP NTC | 31 Oct 2024 | 812-15580 | ||
| 40-APP/A | Open 40-APP/A document | View SEC filing for 40-APP/A | APPLICATIONS UNDER THE INVESTMENT COMPANY ACT OTHER THAN THOSE REVIEWED BY OFFIC | 25 Oct 2024 | 812-15580 | |
| 486BXT | Open 486BXT document | View SEC filing for 486BXT | 10 Oct 2024 | 811-23874,333-271745 | ||
| 486BXT | Open 486BXT document | View SEC filing for 486BXT | 07 Oct 2024 | 811-23874,333-271745 | ||
| 486BXT | Open 486BXT document | View SEC filing for 486BXT | 30 Sep 2024 | 811-23874,333-271745 | ||
| N-23C3A | Open N-23C3A document | View SEC filing for N-23C3A | 27 Sep 2024 | 27 Sep 2024 | 817-01498 | |
| 497AD | Open 497AD document | View SEC filing for 497AD | 23 Sep 2024 | 333-271745 | ||
| 486BXT | Open 486BXT document | View SEC filing for 486BXT | 19 Sep 2024 | 811-23874,333-271745 | ||
| 4 | Open 4 document | View SEC filing for 4 | PRIMARY DOCUMENT | 11 Sep 2024 | 10 Sep 2024 | |
| 486BXT | Open 486BXT document | View SEC filing for 486BXT | 10 Sep 2024 | 811-23874,333-271745 | ||
| NPORT-P | Open NPORT-P document | View SEC filing for NPORT-P | 29 Aug 2024 | 30 Jun 2024 | 811-23874 | |
| 40-APP/A | Open 40-APP/A document | View SEC filing for 40-APP/A | APPLICATIONS UNDER THE INVESTMENT COMPANY ACT OTHER THAN THOSE REVIEWED BY OFFIC | 28 Aug 2024 | 812-15580 | |
| N-PX | Open N-PX document | View SEC filing for N-PX | 28 Aug 2024 | 30 Jun 2024 | 811-23874 | |
| 4 | Open 4 document | View SEC filing for 4 | PRIMARY DOCUMENT | 16 Jul 2024 | 16 Jul 2024 | |
| 486APOS | Open 486APOS document | View SEC filing for 486APOS | 486APOS | 12 Jul 2024 | 811-23874,333-271745 | |
| 486BPOS | Open 486BPOS document | Open XBRL data | View SEC filing for 486BPOS | 486BPOS | 11 Jul 2024 | 811-23874,333-271745 | |
| 497AD | Open 497AD document | View SEC filing for 497AD | 01 Jul 2024 | 333-271745 | ||
| N-23C3A | Open N-23C3A document | View SEC filing for N-23C3A | 28 Jun 2024 | 28 Jun 2024 | 817-01498 | |
| N-CEN | Open N-CEN document | View SEC filing for N-CEN | 12 Jun 2024 | 31 Mar 2024 | 811-23874 | |
| 4 | Open 4 document | View SEC filing for 4 | PRIMARY DOCUMENT | 11 Jun 2024 | 07 Jun 2024 | |
| N-CSR | Open N-CSR document | Open XBRL data | View SEC filing for N-CSR | CERTIFIED ANNUAL SHAREHOLDER REPORT OF REGISTERED MANAGEMENT INVESTMENT COMPANIE | 06 Jun 2024 | 31 Mar 2024 | 811-23874 |
| APP WDG | Open APP WDG document | View SEC filing for APP WDG | 30 May 2024 | 812-15579 | ||
| 40-APP | Open 40-APP document | View SEC filing for 40-APP | 29 May 2024 | 812-15580 | ||
| APP WD | Open APP WD document | View SEC filing for APP WD | 29 May 2024 | 812-15579 | ||
| NPORT-P | Open NPORT-P document | View SEC filing for NPORT-P | 29 May 2024 | 31 Mar 2024 | 811-23874 | |
| 40-APP | Open 40-APP document | View SEC filing for 40-APP | 28 May 2024 | 812-15579 | ||
| 4 | Open 4 document | View SEC filing for 4 | PRIMARY DOCUMENT | 09 May 2024 | 08 May 2024 | |
| 4 | Open 4 document | View SEC filing for 4 | PRIMARY DOCUMENT | 03 May 2024 | 30 Apr 2024 | |
| 4 | Open 4 document | View SEC filing for 4 | PRIMARY DOCUMENT | 22 Apr 2024 | 18 Apr 2024 | |
| 4 | Open 4 document | View SEC filing for 4 | PRIMARY DOCUMENT | 15 Apr 2024 | 01 Apr 2024 | |
| 497AD | Open 497AD document | View SEC filing for 497AD | 01 Apr 2024 | 333-271745 | ||
| 497AD | Open 497AD document | View SEC filing for 497AD | 01 Apr 2024 | 333-271745 | ||
| 4 | Open 4 document | View SEC filing for 4 | PRIMARY DOCUMENT | 29 Mar 2024 | 27 Mar 2024 | |
| 4 | Open 4 document | View SEC filing for 4 | PRIMARY DOCUMENT | 21 Mar 2024 | 19 Mar 2024 | |
| 3 | Open 3 document | View SEC filing for 3 | PRIMARY DOCUMENT | 08 Mar 2024 | 01 Mar 2024 | |
| 3 | Open 3 document | View SEC filing for 3 | PRIMARY DOCUMENT | 07 Mar 2024 | 01 Mar 2024 | |
| 3 | Open 3 document | View SEC filing for 3 | PRIMARY DOCUMENT | 07 Mar 2024 | 01 Mar 2024 | |
| 3 | Open 3 document | View SEC filing for 3 | PRIMARY DOCUMENT | 07 Mar 2024 | 01 Mar 2024 | |
| 4 | Open 4 document | View SEC filing for 4 | PRIMARY DOCUMENT | 06 Mar 2024 | 05 Mar 2024 | |
| 4 | Open 4 document | View SEC filing for 4 | PRIMARY DOCUMENT | 06 Mar 2024 | 05 Mar 2024 | |
| 40-17G | Open 40-17G document | View SEC filing for 40-17G | 05 Mar 2024 | 811-23874 | ||
| 497 | Open 497 document | Open XBRL data | View SEC filing for 497 | 04 Mar 2024 | 333-271745 | ||
| 3 | Open 3 document | View SEC filing for 3 | PRIMARY DOCUMENT | 04 Mar 2024 | 01 Mar 2024 | |
| EFFECT | Open EFFECT document | View SEC filing for EFFECT | 01 Mar 2024 | 333-271745 | ||
| N-2/A | Open N-2/A document | View SEC filing for N-2/A | 23 Feb 2024 | 811-23874,333-271745 | ||
| CORRESP | Open CORRESP document | View SEC filing for CORRESP | 22 Feb 2024 | |||
| CORRESP | Open CORRESP document | View SEC filing for CORRESP | 04 Jan 2024 | |||
| N-2/A | Open N-2/A document | View SEC filing for N-2/A | 04 Jan 2024 | 811-23874,333-271745 | ||
| 3 | Open 3 document | View SEC filing for 3 | PRIMARY DOCUMENT | 27 Dec 2023 | 15 Dec 2023 | |
| N-2 | Open N-2 document | View SEC filing for N-2 | 09 May 2023 | 811-23874,333-271745 | ||
| N-8A | Open N-8A document | View SEC filing for N-8A | 09 May 2023 | 811-23874 |
Institutional Investment Strategy Fund files with the SEC under CIK 0001976685. This page aggregates EDGAR filings and related ownership activity.