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RETIREMENT GUYS FORMULA LLC: JCPB position timeline

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

RETIREMENT GUYS FORMULA LLC held 28,286 JCPB 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 28,286 shares
    Change vs previous 13F +390 shares

    0.5% of the 13F portfolio, value $1,327,725.

    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 27,896 shares
    Change vs previous 13F -1,575 shares

    0.6% of the 13F portfolio, value $1,313,328.

    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 29,471 shares
    Change vs previous 13F -2,315 shares

    0.64% of the 13F portfolio, value $1,395,432.

    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 31,786 shares
    Change vs previous 13F +1,689 shares

    0.53% of the 13F portfolio, value $1,511,432.

    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 30,097 shares
    Change vs previous 13F +119 shares

    0.54% of the 13F portfolio, value $1,416,357.

    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 29,978 shares
    Change vs previous 13F -1,069 shares

    0.7% of the 13F portfolio, value $1,410,185.

    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 31,047 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $1,430,335.

    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).