RETIREMENT GUYS FORMULA LLC: EXEL position timeline

RETIREMENT GUYS FORMULA LLC held 5,184 EXEL 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 5,184 shares

   Change vs previous 13F -9 shares

   0.11% of the 13F portfolio, value $282,061.

   13F-HR 0001933059-26-000003 filed by RETIREMENT GUYS FORMULA LLC
   Filed 2026-07-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 5,193 shares

   Change vs previous 13F +181 shares

   0.1% of the 13F portfolio, value $222,728.

   13F-HR 0001933059-26-000002 filed by RETIREMENT GUYS FORMULA LLC
   Filed 2026-04-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 5,012 shares

   Change vs previous 13F +42 shares

   0.1% of the 13F portfolio, value $219,676.

   13F-HR 0001933059-26-000001 filed by RETIREMENT GUYS FORMULA LLC
   Filed 2026-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 4,970 shares

   Change vs previous 13F +251 shares

   0.07% of the 13F portfolio, value $205,261.

   13F-HR 0001933059-25-000002 filed by RETIREMENT GUYS FORMULA LLC
   Filed 2025-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 4,719 shares

   Change vs previous 13F not available

   0.08% of the 13F portfolio, value $207,990.

   13F-HR 0001085146-25-003808 filed by RETIREMENT GUYS FORMULA LLC
   Filed 2025-07-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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