United Financial Planning Group LLC
Position in CELH — Celsius Holdings, Inc.
CIK 2088337
HAUPPAUGE, NY
Position in CELH
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,405
-$298 QoQ
Shares Held
48
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#492
of 537 holders
Holding Since
Dec 2025
3 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, 2026United Financial Planning Group LLC holds $78,833 across 4 Beverages - Non-Alcoholic names. CELH ranks #4 (1.8% of the industry book) .
All Filings in CELH
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,405 | 48 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,703 | 48 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,195 | 48 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||