<SEC-DOCUMENT>0001140361-25-030963.txt : 20250814
<SEC-HEADER>0001140361-25-030963.hdr.sgml : 20250814
<ACCEPTANCE-DATETIME>20250814060334
ACCESSION NUMBER:		0001140361-25-030963
CONFORMED SUBMISSION TYPE:	SCHEDULE 13G
PUBLIC DOCUMENT COUNT:		2
FILED AS OF DATE:		20250814
DATE AS OF CHANGE:		20250814

SUBJECT COMPANY:	

	COMPANY DATA:	
		COMPANY CONFORMED NAME:			Plum Acquisition Corp, IV
		CENTRAL INDEX KEY:			0002030482
		STANDARD INDUSTRIAL CLASSIFICATION:	BLANK CHECKS [6770]
		ORGANIZATION NAME:           	05 Real Estate & Construction
		EIN:				981795710
		STATE OF INCORPORATION:			E9
		FISCAL YEAR END:			1231

	FILING VALUES:
		FORM TYPE:		SCHEDULE 13G
		SEC ACT:		1934 Act
		SEC FILE NUMBER:	005-94934
		FILM NUMBER:		251213979

	BUSINESS ADDRESS:	
		STREET 1:		2021 FILLMORE ST. #2089
		CITY:			SAN FRANCISCO
		STATE:			CA
		ZIP:			94115
		BUSINESS PHONE:		(929) 529-7125

	MAIL ADDRESS:	
		STREET 1:		2021 FILLMORE ST. #2089
		CITY:			SAN FRANCISCO
		STATE:			CA
		ZIP:			94115

FILED BY:		

	COMPANY DATA:	
		COMPANY CONFORMED NAME:			Westchester Capital Management, LLC
		CENTRAL INDEX KEY:			0001512805
		ORGANIZATION NAME:           	
		EIN:				273790558
		STATE OF INCORPORATION:			DE
		FISCAL YEAR END:			1231

	FILING VALUES:
		FORM TYPE:		SCHEDULE 13G

	BUSINESS ADDRESS:	
		STREET 1:		100 SUMMIT LAKE DRIVE
		CITY:			VALHALLA
		STATE:			NY
		ZIP:			10595
		BUSINESS PHONE:		914-741-5600

	MAIL ADDRESS:	
		STREET 1:		100 SUMMIT LAKE DRIVE
		CITY:			VALHALLA
		STATE:			NY
		ZIP:			10595
</SEC-HEADER>
<DOCUMENT>
<TYPE>SCHEDULE 13G
<SEQUENCE>1
<FILENAME>primary_doc.xml
<TEXT>
<XML>
<?xml version="1.0" encoding="UTF-8"?><edgarSubmission xmlns="http://www.sec.gov/edgar/schedule13g" xmlns:com="http://www.sec.gov/edgar/common">
<headerData>
<submissionType>SCHEDULE 13G</submissionType>
<filerInfo>
<filer>
<filerCredentials>
<cik>0001512805</cik>
<ccc>XXXXXXXX</ccc>
</filerCredentials>
</filer>
<liveTestFlag>LIVE</liveTestFlag>



</filerInfo>
</headerData>
<formData>
<coverPageHeader>
<securitiesClassTitle>Class A ordinary shares, $0.0001 par value per share</securitiesClassTitle>
<eventDateRequiresFilingThisStatement>06/30/2025</eventDateRequiresFilingThisStatement>
<issuerInfo>
<issuerCik>0002030482</issuerCik>
<issuerName>Plum Acquisition Corp, IV</issuerName>
<issuerCusip>G7134A104</issuerCusip>
<issuerPrincipalExecutiveOfficeAddress>
<com:street1>2021 Fillmore St. #2089</com:street1>
<com:city>San Francisco</com:city>
<com:stateOrCountry>CA</com:stateOrCountry>
<com:zipCode>94115</com:zipCode>
</issuerPrincipalExecutiveOfficeAddress>
</issuerInfo>
<designateRulesPursuantThisScheduleFiled>
<designateRulePursuantThisScheduleFiled>Rule 13d-1(b)</designateRulePursuantThisScheduleFiled>
</designateRulesPursuantThisScheduleFiled>
</coverPageHeader>
<coverPageHeaderReportingPersonDetails>

<reportingPersonName>Westchester Capital Management, LLC</reportingPersonName>
<memberGroup>b</memberGroup>
<citizenshipOrOrganization>DE</citizenshipOrOrganization>
<reportingPersonBeneficiallyOwnedNumberOfShares>
<soleVotingPower>63714</soleVotingPower>
<sharedVotingPower>1161286</sharedVotingPower>
<soleDispositivePower>63714</soleDispositivePower>
<sharedDispositivePower>1161286</sharedDispositivePower>
</reportingPersonBeneficiallyOwnedNumberOfShares>
<reportingPersonBeneficiallyOwnedAggregateNumberOfShares>1225000</reportingPersonBeneficiallyOwnedAggregateNumberOfShares>
<aggregateAmountExcludesCertainSharesFlag>N</aggregateAmountExcludesCertainSharesFlag>
<classPercent>6.62</classPercent>
<typeOfReportingPerson>IA</typeOfReportingPerson>
<comments>* Based on 18,492,875 Shares outstanding as of May 12, 2025, as reported in the Issuer's Quarterly Report on Form 10-Q filed with the Securities and Exchange Commission on May 15, 2025.</comments>
</coverPageHeaderReportingPersonDetails>
<coverPageHeaderReportingPersonDetails>

<reportingPersonName>Virtus Investment Advisers, LLC</reportingPersonName>
<citizenshipOrOrganization>DE</citizenshipOrOrganization>
<reportingPersonBeneficiallyOwnedNumberOfShares>
<soleVotingPower>0</soleVotingPower>
<sharedVotingPower>1161286</sharedVotingPower>
<soleDispositivePower>0</soleDispositivePower>
<sharedDispositivePower>1161286</sharedDispositivePower>
</reportingPersonBeneficiallyOwnedNumberOfShares>
<reportingPersonBeneficiallyOwnedAggregateNumberOfShares>1161286</reportingPersonBeneficiallyOwnedAggregateNumberOfShares>
<aggregateAmountExcludesCertainSharesFlag>N</aggregateAmountExcludesCertainSharesFlag>
<classPercent>6.28</classPercent>
<typeOfReportingPerson>IA</typeOfReportingPerson>
<comments>* Based on 18,492,875 Shares outstanding as of May 12, 2025, as reported in the Issuer's Quarterly Report on Form 10-Q filed with the Securities and Exchange Commission on May 15, 2025.

The amounts reported on this page are also included in the amounts reported by Westchester Capital Management, LLC on this Schedule 13G.</comments>
</coverPageHeaderReportingPersonDetails>
<coverPageHeaderReportingPersonDetails>

<reportingPersonName>The Merger Fund</reportingPersonName>
<citizenshipOrOrganization>MA</citizenshipOrOrganization>
<reportingPersonBeneficiallyOwnedNumberOfShares>
<soleVotingPower>0</soleVotingPower>
<sharedVotingPower>1161286</sharedVotingPower>
<soleDispositivePower>0</soleDispositivePower>
<sharedDispositivePower>1161286</sharedDispositivePower>
</reportingPersonBeneficiallyOwnedNumberOfShares>
<reportingPersonBeneficiallyOwnedAggregateNumberOfShares>1161286</reportingPersonBeneficiallyOwnedAggregateNumberOfShares>
<aggregateAmountExcludesCertainSharesFlag>N</aggregateAmountExcludesCertainSharesFlag>
<classPercent>6.28</classPercent>
<typeOfReportingPerson>IV</typeOfReportingPerson>
<comments>* Based on 18,492,875 Shares outstanding as of May 12, 2025, as reported in the Issuer's Quarterly Report on Form 10-Q filed with the Securities and Exchange Commission on May 15, 2025.

The amounts reported on this page are also included in the amounts reported by Virtus Investment Advisers, LLC on this Schedule 13G.</comments>
</coverPageHeaderReportingPersonDetails>
<items>
<item1>
<issuerName>Plum Acquisition Corp, IV</issuerName>
<issuerPrincipalExecutiveOfficeAddress>2021 Fillmore St. #2089, San Francisco, California, 94115</issuerPrincipalExecutiveOfficeAddress>
</item1>
<item2>
<filingPersonName>This statement is being filed jointly by the following (each, a "Reporting Person," and collectively, the "Reporting Persons"): Westchester Capital Management, LLC ("Westchester"), a Delaware limited liability company, Virtus Investment Advisers, LLC ("Virtus"), a Delaware limited liability company, and The Merger Fund ("MF"), a Massachusetts business trust.

Virtus, a registered investment adviser, serves as the investment adviser to MF. Westchester, a registered investment adviser, serves as sub-advisor to each of MF and JNL Multi-Manager Alternative Fund ("JARB", together with MF, the "Funds").  The Funds directly hold Ordinary Shares of the Company for the benefit of the investors in those Funds.  Mr. Roy Behren and Mr. Michael T. Shannon each serve as Co-Presidents of Westchester.</filingPersonName>
<principalBusinessOfficeOrResidenceAddress>Westchester Capital Management, LLC
100 Summit Lake Drive, Valhalla, NY 10595

Virtus Investment Advisers, LLC
One Financial Plaza, Hartford, CT 06103

The Merger Fund
101 Munson Street, Greenfield, MA 01301-9683</principalBusinessOfficeOrResidenceAddress>
<citizenship>Each of Westchester and Virtus are organized under the laws of the State of Delaware. MF is organized under the laws of the State of Massachusetts.</citizenship>
</item2>
<item3>
<notApplicableFlag>N</notApplicableFlag>
<typeOfPersonFiling>IA</typeOfPersonFiling>
<typeOfPersonFiling>IV</typeOfPersonFiling>
</item3>
<item4>
<amountBeneficiallyOwned>Westchester Capital Management, LLC: 1,225,000
Virtus Investment Advisers, LLC: 1,161,286
The Merger Fund: 1,161,286</amountBeneficiallyOwned>
<classPercent>Westchester Capital Management, LLC: 6.62%
Virtus Investment Advisers, LLC: 6.28%
The Merger Fund: 6.28%</classPercent>
<numberOfSharesPersonHas>
<solePowerOrDirectToVote>Westchester Capital Management, LLC: 63,714
Virtus Investment Advisers, LLC: 0
The Merger Fund: 0</solePowerOrDirectToVote>
<sharedPowerOrDirectToVote>Westchester Capital Management, LLC: 1,161,286
Virtus Investment Advisers, LLC: 1,161,286
The Merger Fund: 1,161,286</sharedPowerOrDirectToVote>
<solePowerOrDirectToDispose>Westchester Capital Management, LLC: 63,714
Virtus Investment Advisers, LLC: 0
The Merger Fund: 0</solePowerOrDirectToDispose>
<sharedPowerOrDirectToDispose>Westchester Capital Management, LLC: 1,161,286
Virtus Investment Advisers, LLC: 1,161,286
The Merger Fund: 1,161,286</sharedPowerOrDirectToDispose>
</numberOfSharesPersonHas>
</item4>
<item5>
<notApplicableFlag>Y</notApplicableFlag>
</item5>
<item6>
<notApplicableFlag>Y</notApplicableFlag>
</item6>
<item7>
<notApplicableFlag>Y</notApplicableFlag>
</item7>
<item8>
<notApplicableFlag>Y</notApplicableFlag>
</item8>
<item9>
<notApplicableFlag>Y</notApplicableFlag>
</item9>
<item10>
<notApplicableFlag>N</notApplicableFlag>
<certifications>By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11.</certifications>
</item10>
</items>
<signatureInformation>
<reportingPersonName>Westchester Capital Management, LLC</reportingPersonName>
<signatureDetails>
<signature>/s/ CaSaundra Wu</signature>
<title>CaSaundra Wu, Chief Compliance Officer</title>
<date>08/14/2025</date>
</signatureDetails>
</signatureInformation>
<signatureInformation>
<reportingPersonName>Virtus Investment Advisers, LLC</reportingPersonName>
<signatureDetails>
<signature>/s/ Chetram Persaud</signature>
<title>Chetram Persaud, Chief Compliance Officer</title>
<date>08/14/2025</date>
</signatureDetails>
</signatureInformation>
<signatureInformation>
<reportingPersonName>The Merger Fund</reportingPersonName>
<signatureDetails>
<signature>/s/ Daphne Chisolm</signature>
<title>Daphne Chisolm, Vice President, Counsel and Assistant Secretary</title>
<date>08/14/2025</date>
</signatureDetails>
</signatureInformation>
</formData>

</edgarSubmission>
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</TEXT>
</DOCUMENT>
<DOCUMENT>
<TYPE>EX-99.1
<SEQUENCE>2
<FILENAME>ef20053607_ex99-1.htm
<DESCRIPTION>EXHIBIT A
<TEXT>
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      <div style="text-align: right;">Exhibit A</div>
      <div><br>
      </div>
      <div style="text-align: center; margin-right: 43.2pt;">JOINT FILING AGREEMENT</div>
      <div><br>
      </div>
      <div style="text-indent: 48.95pt;">In accordance with Rule 13d-1(k) of the Securities Exchange Act of 1934, as amended, the undersigned agree to the joint filing on behalf of each of them of a Statement on Schedule 13G (including any and all
        amendments thereto) with respect to the Ordinary Shares of Plum Acquisition Corp. IV, and further agree that this Joint Filing Agreement shall be included as an Exhibit to such joint filing. In evidence thereof, the undersigned, being duly
        authorized, hereby execute this Joint Filing Agreement as of August 14, 2025.</div>
      <div><br>
      </div>
      <div style="margin-right: 43.2pt;">Dated:&#160; August 14, 2025</div>
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            <td style="width: 50%; vertical-align: top;"><br>
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            <td style="vertical-align: top;" colspan="3">
              <div style="font-weight: bold;">WESTCHESTER CAPITAL MANAGEMENT, LLC</div>
            </td>
          </tr>
          <tr>
            <td style="width: 50%; vertical-align: top;" rowspan="1">&#160;</td>
            <td style="vertical-align: top;" colspan="3" rowspan="1"><br>
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          </tr>
          <tr>
            <td style="width: 50%; vertical-align: top;"><br>
            </td>
            <td style="width: 3%; vertical-align: top;">
              <div>By:</div>
            </td>
            <td style="vertical-align: top; border-bottom: 2px solid rgb(0, 0, 0);" colspan="2">/s/ CaSaundra Wu </td>
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          <tr>
            <td style="width: 50%; vertical-align: top;"><br>
            </td>
            <td style="width: 3%; vertical-align: top;">&#160;</td>
            <td style="width: 5%; vertical-align: top;">
              <div>Name:&#160; <br>
              </div>
            </td>
            <td style="width: 42%; vertical-align: top;">CaSaundra Wu</td>
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          <tr>
            <td style="width: 50%; vertical-align: top;" rowspan="1">&#160;</td>
            <td style="width: 3%; vertical-align: top;" rowspan="1">&#160;</td>
            <td style="width: 5%; vertical-align: top;" rowspan="1">Title:&#160; &#160; <br>
            </td>
            <td style="width: 42%; vertical-align: top;" rowspan="1">Chief Compliance Officer</td>
          </tr>
          <tr>
            <td style="width: 50%; vertical-align: top;" rowspan="1">&#160;</td>
            <td style="width: 3%; vertical-align: top;" rowspan="1"><br>
            </td>
            <td style="vertical-align: top;" rowspan="1" colspan="2"><br>
            </td>
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          <tr>
            <td style="width: 50%; vertical-align: top;"><br>
            </td>
            <td style="vertical-align: top;" colspan="3">
              <div style="font-weight: bold;">VIRTUS INVESTMENT ADVISERS, LLC</div>
            </td>
          </tr>
          <tr>
            <td style="width: 50%; vertical-align: top;" rowspan="1">&#160;</td>
            <td style="vertical-align: top;" colspan="3" rowspan="1"><br>
            </td>
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          <tr>
            <td style="width: 50%; vertical-align: top;"><br>
            </td>
            <td style="width: 3%; vertical-align: top;">
              <div>By:</div>
            </td>
            <td style="vertical-align: top; border-bottom: 2px solid rgb(0, 0, 0);" colspan="2">/s/ Chetram Persaud </td>
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            <td style="width: 50%; vertical-align: top;"><br>
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            <td style="width: 3%; vertical-align: top;">&#160;</td>
            <td style="width: 5%; vertical-align: top;">
              <div>Name:&#160; <br>
              </div>
            </td>
            <td style="width: 42%; vertical-align: top;">Chetram Persaud</td>
          </tr>
          <tr>
            <td style="width: 50%; vertical-align: top;" rowspan="1">&#160;</td>
            <td style="width: 3%; vertical-align: top;" rowspan="1">&#160;</td>
            <td style="width: 5%; vertical-align: top;" rowspan="1">Title:&#160; &#160; <br>
            </td>
            <td style="width: 42%; vertical-align: top;" rowspan="1">Chief Compliance Officer</td>
          </tr>
          <tr>
            <td style="width: 50%; vertical-align: top;"><br>
            </td>
            <td style="width: 3%; vertical-align: top;"><br>
            </td>
            <td style="vertical-align: top;" colspan="2"><br>
            </td>
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          <tr>
            <td style="width: 50%; vertical-align: top;"><br>
            </td>
            <td style="vertical-align: top;" colspan="3">
              <div style="font-weight: bold;">THE MERGER FUND</div>
            </td>
          </tr>
          <tr>
            <td style="width: 50%; vertical-align: top;" rowspan="1">&#160;</td>
            <td style="vertical-align: top;" colspan="3" rowspan="1"><br>
            </td>
          </tr>
          <tr>
            <td style="width: 50%; vertical-align: top;"><br>
            </td>
            <td style="width: 3%; vertical-align: top;">
              <div>By:</div>
            </td>
            <td style="vertical-align: top; border-bottom: 2px solid rgb(0, 0, 0);" colspan="2">/s/ Daphne Chisolm </td>
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            <td style="width: 3%; vertical-align: top;">&#160;</td>
            <td style="width: 5%; vertical-align: top;">
              <div>Name:<br>
              </div>
            </td>
            <td style="width: 42%; vertical-align: top;">Daphne Chisolm</td>
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          <tr>
            <td style="width: 50%; vertical-align: top;" rowspan="1">&#160;</td>
            <td style="width: 3%; vertical-align: top;" rowspan="1">&#160;</td>
            <td style="width: 5%; vertical-align: top;" rowspan="1">Title:<br>
            </td>
            <td style="width: 42%; vertical-align: top;" rowspan="1">Vice President, Counsel and Assistant Secretary</td>
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