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Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

CELH holding history

Celsius Holdings, Inc. in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CELH overviewAll 13F holders of CELHFull Q2 2026 holdings

Shares (Q2 2026)
54,867
Value
$1.61M
% of portfolio
<0.1%
Quarters held
15
Since Q1 2021
Holdings of CELH by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202654,867$1.61M<0.1%+12,298+28.9%AddedHolders
Q1 202642,569$1.51M<0.1%−2,247−5.0%ReducedHolders
Q4 202544,816$2.05M<0.1%+2,296+5.4%AddedHolders
Q3 202542,520$2.44M<0.1%+2,131+5.3%AddedHolders
Q2 202540,389$1.87M<0.1%+4,958+14.0%AddedHolders
Q1 202535,431$1.26M<0.1%+6,904+24.2%AddedHolders
Q4 202428,527$751.4K<0.1%−1,933−6.3%ReducedHolders
Q3 202430,460$955.2K<0.1%+8,966+41.7%AddedHolders
Q2 202421,494$1.23M<0.1%+7,051+48.8%AddedHolders
Q1 202414,443$1.20M<0.1%+897+6.6%AddedHolders
Q4 202313,546$738.5K<0.1%+1,048+8.4%AddedConverted for a 3-for-1 splitHolders
Q3 20234,166$714.8K<0.1%−412−9.0%ReducedHolders
Q2 20234,578$682.9K<0.1%+4,564+32,600.0%AddedHolders
Q1 202314$1.30K<0.1%+14NewHolders
Q2 20210$00.0%−21,380−100.0%Sold outHolders
Q1 202121,380$1.03M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.