Position in CELH
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$5,094
New position
Shares Held
174
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#461
of 537 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Dougherty Wealth Advisers LLC holds $5,094 across 1 Beverages - Non-Alcoholic name. CELH ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CELH |
Celsius Holdings, Inc.
This page
|
174 | $5,094 |
All Filings in CELH
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,094 | 174 | Shares | Sole | 2026-07-22 | |
| No filing history on record for this holder in this stock. | ||||||