I worry it's gonna be a lot longer than July. Wind the clock back to October, you've got Camping and Dracula at 4500 base kits between the two of them. Camping hasn't been made, and is projected to ship to vendors in May, to customers in May or June. Dracula hasn't been color matched yet. GMK Crimson Cadet which closed mid october hasn't been color matched yet. Unless you're jumping one or both of Dracula and Olivia++ (a memeworthy over 9000! base kits between them) I worry Q4 is more likely. Current sets (Nautilus R2)are being projected as a 8-10 month lead time.
I mention this not to be a total downer, but I'm probably not the only one who's going to be moving some time this year, and even though I had everything within 6.5 months of the move shipped to my Dad's place, it may not going enough for Cafe, Coral, Bingsu and others from November.