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RETIREMENT GUYS FORMULA LLC: AEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RETIREMENT GUYS FORMULA LLC on AEP, newest first. How the timeline and the estimate are built.

RETIREMENT GUYS FORMULA LLC held 11,276 AEP shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,276 shares
    Change vs previous 13F +357 shares

    0.58% of the 13F portfolio, value $1,542,654.

    13F-HR 0001933059-26-000003 filed by RETIREMENT GUYS FORMULA LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 10,919 shares
    Change vs previous 13F -212 shares

    0.66% of the 13F portfolio, value $1,431,255.

    13F-HR 0001933059-26-000002 filed by RETIREMENT GUYS FORMULA LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 11,131 shares
    Change vs previous 13F -364 shares

    0.59% of the 13F portfolio, value $1,283,559.

    13F-HR 0001933059-26-000001 filed by RETIREMENT GUYS FORMULA LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 11,495 shares
    Change vs previous 13F +254 shares

    0.46% of the 13F portfolio, value $1,293,228.

    13F-HR 0001933059-25-000002 filed by RETIREMENT GUYS FORMULA LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 11,241 shares
    Change vs previous 13F +867 shares

    0.44% of the 13F portfolio, value $1,166,415.

    13F-HR 0001085146-25-003808 filed by RETIREMENT GUYS FORMULA LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 10,374 shares
    Change vs previous 13F +1,591 shares

    0.56% of the 13F portfolio, value $1,133,610.

    13F-HR 0001085146-25-002259 filed by RETIREMENT GUYS FORMULA LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 8,783 shares
    Change vs previous 13F +1,034 shares

    0.41% of the 13F portfolio, value $810,067.

    13F-HR 0001085146-25-000602 filed by RETIREMENT GUYS FORMULA LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 7,749 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $794,998.

    13F-HR 0001085146-24-005018 filed by RETIREMENT GUYS FORMULA LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).