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Xcel Wealth Management, LLC: CELH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Xcel Wealth Management, LLC on CELH, newest first. How the timeline and the estimate are built.

Xcel Wealth Management, LLC held 15,218 CELH shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,218 shares
    Change vs previous 13F +5,200 shares

    0.11% of the 13F portfolio, value $445,583.

    13F-HR 0001705819-26-000046 filed by Xcel Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 10,018 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $355,439.

    13F-HR 0001705819-26-000027 filed by Xcel Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 10,018 shares
    Change vs previous 13F -2,210 shares

    0.12% of the 13F portfolio, value $458,223.

    13F-HR 0001705819-26-000013 filed by Xcel Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 12,228 shares
    Change vs previous 13F -2,600 shares

    0.18% of the 13F portfolio, value $702,988.

    13F-HR 0001705819-25-000071 filed by Xcel Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 14,828 shares
    Change vs previous 13F -9,000 shares

    0.2% of the 13F portfolio, value $687,871.

    13F-HR 0001705819-25-000046 filed by Xcel Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 23,828 shares
    Change vs previous 13F -24,110 shares

    0.26% of the 13F portfolio, value $848,753.

    13F-HR 0001705819-25-000027 filed by Xcel Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 47,938 shares
    Change vs previous 13F -23,880 shares

    0.35% of the 13F portfolio, value $1,262,687.

    13F-HR 0001705819-25-000018 filed by Xcel Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 71,818 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $2,252,212.

    13F-HR 0001705819-24-000056 filed by Xcel Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).