Key facts
- This page summarizes Brett H. Barth's Form 4/A - Amendment filing for BBR ALO Fund, LLC.
- 1 reported transaction and 0 derivative rows are listed below.
- Accepted by SEC: 14 Jul 2026, 10:45.
Brett H. Barth - 30 Jun 2026 Form 4/A - Amendment Insider Report for BBR ALO Fund, LLC
- Reporting relationship
- Co-CEO, BBR Partners LLC
- Issuer ticker
- N/A
- Reported as of
- 30 Jun 2026
- Net transaction value
- $0
- SEC form
- 4/A - Amendment
- Accepted by SEC
- 14 Jul 2026, 10:45:13 UTC
- Original report date
- 02 Jul 2026
- Prior SEC filing
- 21 Jan 2026
- Source filing
- View source filing
- Reporting owner signature
- /s/ Kim Kaufman, Attorney-in-fact
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
Brett H. Barth filed Form 4/A - Amendment for BBR ALO Fund, LLC on 14 Jul 2026.
Change
- Previous filing in this sequence was filed on 21 Jan 2026.
- Current net transaction value: $0.
Research use
- This tells you what this filing adds before you inspect full transaction and derivative tables.
- You can trace every row back to the original SEC filing document.
Evidence
Filed on Form 4
View source filing
Ownership activity is grounded in SEC Form 4/A - Amendment disclosures.
Reporting Owners (1)
CIK 0001745086
Primary reporting owner
Barth Brett H
- Relationship
- Co-CEO, BBR Partners LLC
- Address
- C/O BBR PARTNERS, LLC, 55 EAST 52ND STREET 18TH FLOOR, NEW YORK
- Signature
- /s/ Kim Kaufman, Attorney-in-fact
- Signature date
- 14 Jul 2026
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
No ticker
transaction
Shares of Limited Liability Company Interests
Sale
- Transaction value
- Shares
- -50,804
- Change %
- -50%
- Price
- $14.76*
- Shares after
- 50,049
- Date
- 30 Jun 2026
- Ownership
- Direct
- Footnotes
- F1
No ticker
holding
Shares of Limited Liability Company Interests
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 390,838
- Date
- 30 Jun 2026
- Ownership
- By LLC
- Footnotes
- F2
No ticker
holding
Shares of Limited Liability Company Interests
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 52,035
- Date
- 30 Jun 2026
- Ownership
- By Wife as Trustee for Irrevocable Trust
No ticker
holding
Shares of Limited Liability Company Interests
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 34,395
- Date
- 30 Jun 2026
- Ownership
- By Wife as Trustee for Irrevocable Trust
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 2 footnotes
Footnote F1
The amount disclosed in the original Form 4 for this investment was based on the Fund's estimated net asset value ("NAV") as of June 30, 2026. Due to the timing of the calculation of the Fund's NAV, the final number of shares disposed, price per share and total amount of securities beneficially owned (collectively, the "Transaction Information") could not be determined at the time of the original filing. This amendment discloses the final Transaction Information following the definitive calculation of the Fund's NAV per share as of June 30, 2026.
Footnote F2
The reported securities are directly held by Merrick Investors LLC after giving effect to a transfer that represented a nonreportable change in form. In this regard, the securities were previously reported as held by a grantor retained annuity trust and an irrevocable trust, which transferred the reported securities to, and now hold indirectly through, Merrick Investors LLC.