This page lists the SEC filings reported by RETIREMENT GUYS FORMULA LLC.
| Type | Filed | Filer | Subject | Shares Owned | Percent Owned | |
|---|---|---|---|---|---|---|
| SC 13G/A | 2024-01-31 | - | - | - | - | EDGAR |
| SC 13G/A | 2024-01-31 | - | - | - | - | EDGAR |
| SC 13G/A | 2023-08-15 | RETIREMENT GUYS FORMULA LLC | Swan Global Investments, LLC | 419,774 | 5.1% | EDGAR |
| SC 13G/A | 2023-08-15 | RETIREMENT GUYS FORMULA LLC | Swan Global Investments, LLC | 416,771 | 5.6% | EDGAR |
| SC 13G/A | 2023-08-14 | RETIREMENT GUYS FORMULA LLC | Swan Global Investments, LLC | 390,771 | 6.7% | EDGAR |
| SC 13G | 2023-08-14 | RETIREMENT GUYS FORMULA LLC | Swan Global Investments, LLC | 383,380 | 8.6% | EDGAR |
| SC 13G | 2023-08-11 | RETIREMENT GUYS FORMULA LLC | Pacer Funds Trust | 289,795 | 5.3% | EDGAR |
| SC 13G/A | 2023-07-25 | RETIREMENT GUYS FORMULA LLC | FIRST TRUST EXCHANGE-TRADED FUND VIII | 70,129 | 1.8% | EDGAR |
| SC 13G | 2023-07-25 | RETIREMENT GUYS FORMULA LLC | FIRST TRUST EXCHANGE-TRADED FUND VIII | 280,608 | 5.7% | EDGAR |
- Form 13F-HR
- The 13F-HR report is filed quarterly to report securities held by the filer that fall under the SEC's 13F rules.
- Form SC 13D/G
- Reported by persons and groups who own 5% or more of any class of a company's outstanding shares. If the ownership changes by 1% or more, an amendment must be filed.
- Form 3, 4, and 5
- Form 3, 4, and 5 reports are filed to report insider transactions by company officers and directors, and any beneficial owners of more than ten percent of a company's shares. Form 3 is the initial report that must be filed when a person becomes an officer, director, or beneficial owner. Form 4 reports are used to report changes in ownership, while the Form 5 report is used for reporting transactions that should have been reported earlier in a Form 4 filing.