Position in CELH
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$16,162
-$549 QoQ
Shares Held
552
+17.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#432
of 536 holders
Holding Since
Jun 2024
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CELH Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026RICHARDSON FINANCIAL SERVICES INC. holds $655,212 across 4 Beverages - Non-Alcoholic names. CELH ranks #3 (2.5% of the industry book) .
All Filings in CELH
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,162 | 552 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $16,711 | 471 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $7,181 | 157 | Shares | Sole | 2026-01-22 | |
| 2024-09-30 | $626 | 20 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $570 | 10 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||