Skip to content
Disclosery

RETIREMENT GUYS FORMULA LLC: CTA position timeline

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

RETIREMENT GUYS FORMULA LLC held 77,492 CTA 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 77,492 shares
    Change vs previous 13F +3,526 shares

    0.76% of the 13F portfolio, value $2,010,150.

    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 73,966 shares
    Change vs previous 13F +29,452 shares

    1.03% of the 13F portfolio, value $2,235,239.

    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 44,514 shares
    Change vs previous 13F -17,947 shares

    0.55% of the 13F portfolio, value $1,213,458.

    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 62,461 shares
    Change vs previous 13F +11,184 shares

    0.61% of the 13F portfolio, value $1,747,039.

    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 51,277 shares
    Change vs previous 13F +14,791 shares

    0.52% of the 13F portfolio, value $1,371,144.

    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 36,486 shares
    Change vs previous 13F +25,022 shares

    0.54% of the 13F portfolio, value $1,079,979.

    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 11,464 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $319,731.

    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).