CELH β€” CELSIUS HLDGS INC COM NEW

Ownership history in Rise Advisors, LLC  Β·  8 quarters on record

AI Ownership Summary

Rise Advisors, LLC reported CELSIUS HLDGS INC COM NEW (CELH) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.02% in 2024 Q1. The latest visible filing shows CELH at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CELH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Rise Advisors, LLC's position in CELSIUS HLDGS INC COM NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

CELH was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Rise Advisors, LLC held CELH β€” position size vs. price
% of Fund (quarterly)    CELH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 439 β€” 0% 0.01% $25K 2025-10-08 $62.91
2025 Q2 ADDED 439 +28 +6.8% 0.01% $20K 2025-07-08 $45.59
2025 Q1 UNCHANGED 411 β€” 0% 0.01% $15K 2025-05-15 $39.05
2024 Q4 REDUCED 411 -15 -3.5% 0.01% $11K 2025-01-07 $29.20
2024 Q3 UNCHANGED 426 β€” 0% 0.01% $13K 2024-10-11 $32.80
2024 Q2 REDUCED 426 -15 -3.4% 0.01% $24K 2024-07-09 $55.55
2024 Q1 ADDED 441 +411 +1370.0% 0.02% $37K 2024-04-09 $84.64
2023 Q4 INITIATED 30 β€” β€” 0.00% $2K 2024-01-10 $59.79

FAQ About Rise Advisors, LLC and CELH

These are the practical questions this page is built to answer before you even open the full history table.

How long has Rise Advisors, LLC reported owning CELH?

Rise Advisors, LLC reported CELH across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported CELH position in Rise Advisors, LLC's portfolio?

The largest reported portfolio weight for CELH was 0.02% in 2024 Q1.

What is the latest reported CELH position on this page?

The most recent filing on this page is 2025 Q3, when Rise Advisors, LLC reported 439 shares, equal to 0.01% of portfolio, with an estimated market value of $25K.

What does the chart on this CELH ownership page compare?

The chart compares Rise Advisors, LLC's quarterly CELH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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