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RETIREMENT GUYS FORMULA LLC: DFAS position timeline

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

RETIREMENT GUYS FORMULA LLC held 18,912 DFAS 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 18,912 shares
    Change vs previous 13F -579 shares

    0.59% of the 13F portfolio, value $1,557,219.

    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 19,491 shares
    Change vs previous 13F -3,948 shares

    0.64% of the 13F portfolio, value $1,386,379.

    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 23,439 shares
    Change vs previous 13F -651 shares

    0.74% of the 13F portfolio, value $1,632,974.

    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 24,090 shares
    Change vs previous 13F -65 shares

    0.58% of the 13F portfolio, value $1,649,179.

    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 24,155 shares
    Change vs previous 13F -304 shares

    0.58% of the 13F portfolio, value $1,538,893.

    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 24,459 shares
    Change vs previous 13F -3,923 shares

    0.73% of the 13F portfolio, value $1,461,425.

    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 28,382 shares
    Change vs previous 13F -4,226 shares

    0.93% of the 13F portfolio, value $1,847,129.

    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 32,608 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $2,114,940.

    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).