SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC
Position in CELC — Celcuity Inc.
CIK 1794153
MINNEAPOLIS, MN
Position in CELC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$621,442
-$56,549 QoQ
Shares Held
5,940
0.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#161
of 273 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CELC Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC holds $625,192 across 2 Biotechnology names. CELC ranks #1 (99.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CELC |
Celcuity Inc.
This page
|
5,940 | $621,442 | |
| 2 | TOVX |
Theriva Biologics, Inc.
|
15,000 | $3,750 |
All Filings in CELC
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $621,442 | 5,940 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $677,991 | 5,940 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $568,518 | 5,700 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $281,580 | 5,700 | Shares | Sole | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||