Skip to main content

AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

CELH holding history

Celsius Holdings, Inc. in every 13F filed by AE Wealth Management LLC, 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)
12,074
Value
$353.5K
% of portfolio
<0.1%
Quarters held
15
Since Q2 2021
Holdings of CELH by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612,074$353.5K<0.1%+12,074NewHolders
Q1 20260$00.0%−6,241−100.0%Sold outHolders
Q4 20256,241$285.4K<0.1%+2,091+50.4%AddedHolders
Q3 20254,150$238.6K<0.1%+4,150NewHolders
Q2 20240$00.0%−4,056−100.0%Sold outHolders
Q1 20244,056$336.3K<0.1%−66,148−94.2%ReducedHolders
Q4 202370,204$3.68M<0.1%+28,156+67.0%AddedConverted for a 3-for-1 splitHolders
Q3 202314,016$2.41M<0.1%−779−5.3%ReducedHolders
Q2 202314,795$2.21M<0.1%+3,352+29.3%AddedHolders
Q1 202311,443$1.06M<0.1%+509+4.7%AddedHolders
Q4 202210,934$1.14M<0.1%+658+6.4%AddedHolders
Q3 202210,276$932.0K<0.1%−10.0%ReducedHolders
Q2 202210,277$671.0K<0.1%−2,630−20.4%ReducedHolders
Q1 202212,907$712.0K<0.1%+561+4.5%AddedHolders
Q4 202112,346$921.0K<0.1%−49,506−80.0%ReducedHolders
Q3 202161,852$5.57M<0.1%+59,201+2,233.2%AddedHolders
Q2 20212,651$202.0K<0.1%+2,651NewHolders