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RETIREMENT GUYS FORMULA LLC: HEGD position timeline

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

RETIREMENT GUYS FORMULA LLC held 294,582 HEGD 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 294,582 shares
    Change vs previous 13F +5,447 shares

    2.96% of the 13F portfolio, value $7,853,557.

    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 289,135 shares
    Change vs previous 13F -9,546 shares

    3.28% of the 13F portfolio, value $7,141,640.

    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 298,681 shares
    Change vs previous 13F -9,365 shares

    3.43% of the 13F portfolio, value $7,529,753.

    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 308,046 shares
    Change vs previous 13F -801 shares

    2.7% of the 13F portfolio, value $7,676,506.

    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 308,847 shares
    Change vs previous 13F -867 shares

    2.76% of the 13F portfolio, value $7,257,893.

    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 309,714 shares
    Change vs previous 13F -19,489 shares

    3.37% of the 13F portfolio, value $6,782,740.

    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 329,203 shares
    Change vs previous 13F -10,176 shares

    3.72% of the 13F portfolio, value $7,374,139.

    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 339,379 shares
    Change vs previous 13F not available

    3.51% of the 13F portfolio, value $7,554,577.

    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).