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RETIREMENT GUYS FORMULA LLC: FVD position timeline

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

RETIREMENT GUYS FORMULA LLC held 69,379 FVD 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 69,379 shares
    Change vs previous 13F +3,560 shares

    1.26% of the 13F portfolio, value $3,342,681.

    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 65,819 shares
    Change vs previous 13F -652 shares

    1.42% of the 13F portfolio, value $3,095,458.

    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 66,471 shares
    Change vs previous 13F +910 shares

    1.4% of the 13F portfolio, value $3,062,968.

    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 65,561 shares
    Change vs previous 13F +1,661 shares

    1.07% of the 13F portfolio, value $3,031,545.

    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 63,900 shares
    Change vs previous 13F +310 shares

    1.08% of the 13F portfolio, value $2,856,344.

    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 63,590 shares
    Change vs previous 13F -2,088 shares

    1.41% of the 13F portfolio, value $2,835,491.

    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 65,678 shares
    Change vs previous 13F -1,857 shares

    1.45% of the 13F portfolio, value $2,866,176.

    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 67,535 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $3,072,156.

    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).