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RETIREMENT GUYS FORMULA LLC: JEPI position timeline

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

RETIREMENT GUYS FORMULA LLC held 83,530 JEPI 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 83,530 shares
    Change vs previous 13F +4,066 shares

    1.78% of the 13F portfolio, value $4,717,751.

    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 79,464 shares
    Change vs previous 13F +4,290 shares

    2.07% of the 13F portfolio, value $4,504,000.

    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 75,174 shares
    Change vs previous 13F +1,853 shares

    1.96% of the 13F portfolio, value $4,302,971.

    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 73,321 shares
    Change vs previous 13F +2,036 shares

    1.47% of the 13F portfolio, value $4,186,609.

    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 71,285 shares
    Change vs previous 13F +1,878 shares

    1.54% of the 13F portfolio, value $4,052,566.

    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 69,407 shares
    Change vs previous 13F -110,827 shares

    1.97% of the 13F portfolio, value $3,965,943.

    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 180,234 shares
    Change vs previous 13F +14,859 shares

    5.23% of the 13F portfolio, value $10,368,888.

    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 165,375 shares
    Change vs previous 13F not available

    4.58% of the 13F portfolio, value $9,841,473.

    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).