0002014849-24-000001.txt : 20240307 0002014849-24-000001.hdr.sgml : 20240307 20240307175747 ACCESSION NUMBER: 0002014849-24-000001 CONFORMED SUBMISSION TYPE: 3 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20240301 FILED AS OF DATE: 20240307 DATE AS OF CHANGE: 20240307 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: Weiner Ross Mitchell CENTRAL INDEX KEY: 0002014849 ORGANIZATION NAME: FILING VALUES: FORM TYPE: 3 SEC ACT: 1934 Act SEC FILE NUMBER: 811-23874 FILM NUMBER: 24731607 MAIL ADDRESS: STREET 1: 2261 MARKET STREET STREET 2: #5190 CITY: SAN FRANCISCO STATE: CA ZIP: 94114 ISSUER: COMPANY DATA: COMPANY CONFORMED NAME: Institutional Investment Strategy Fund CENTRAL INDEX KEY: 0001976685 ORGANIZATION NAME: IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 0331 BUSINESS ADDRESS: STREET 1: 2261 MARKET STREET STREET 2: #5190 CITY: SAN FRANCISCO STATE: CA ZIP: 94114 BUSINESS PHONE: 800-535-7096 MAIL ADDRESS: STREET 1: 2261 MARKET STREET STREET 2: #5190 CITY: SAN FRANCISCO STATE: CA ZIP: 94114 3 1 primary_doc.xml PRIMARY DOCUMENT X0206 3 2024-03-01 0 0001976685 Institutional Investment Strategy Fund none 0002014849 Weiner Ross Mitchell 2261 MARKET STREET #5190 SAN FRANCISCO CA 94114 1 0 0 0 Common shares of beneficial interest 0 D /s/ Ross M. Weiner 2024-03-07