Key facts
- This page summarizes Arash Ghodoosi's Form 4 filing for Institutional Investment Strategy Fund.
- 1 reported transaction and 0 derivative rows are listed below.
- Accepted by SEC: 17 Jul 2026, 11:09.
Arash Ghodoosi - 13 Jul 2026 Form 4 Insider Report for Institutional Investment Strategy Fund
- Reporting relationship
- President, Principal Executive
- Issuer ticker
- N/A
- Reported as of
- 13 Jul 2026
- Net transaction value
- $0
- SEC form
- 4
- Accepted by SEC
- 17 Jul 2026, 11:09:00 UTC
- Prior SEC filing
- 02 Jul 2026
- Next SEC filing
- 04 Aug 2026
- Source filing
- View source filing
- Reporting owner signature
- Arash Ghoodosi
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
Arash Ghodoosi filed Form 4 for Institutional Investment Strategy Fund on 17 Jul 2026.
Change
- Previous filing in this sequence was filed on 02 Jul 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 disclosures.
Reporting Owners (1)
CIK 0002004397
Primary reporting owner
Ghodoosi Arash
- Relationship
- President, Principal Executive
- Address
- 2261 MARKET STREET, #5190, SAN FRANCISCO
- Signature
- Arash Ghoodosi
- Signature date
- 17 Jul 2026
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
No ticker
transaction
Institutional Investment Strategy Fund - Investo Class Share
Purchase
- Transaction value
- Shares
- +8
- Change %
- +0.38%
- Price
- $12.96*
- Shares after
- 2,026
- Date
- 13 Jul 2026
- Ownership
- Direct
* marks a reported price that did not pass the local price check.