Position in NIO
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$885
-$260 QoQ
Shares Held
175
-7.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#367
of 418 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NIO Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026ATWOOD & PALMER INC holds $894,612 across 5 Auto Manufacturers names. NIO ranks #3 (0.1% of the industry book) .
All Filings in NIO
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $885 | 175 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,145 | 190 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $892 | 175 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,333 | 175 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $600 | 175 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $666 | 175 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $763 | 175 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,169 | 175 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $728 | 175 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $787 | 175 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $1,587 | 175 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $1,582 | 175 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $1,695 | 175 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $1,839 | 175 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $1,706 | 175 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $2,759 | 175 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $3,801 | 175 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $3,683 | 175 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $5,544 | 175 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $6,235 | 175 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $9,310 | 175 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $6,821 | 175 | Shares | Sole | 2021-04-26 | |
| No filing history on record for this holder in this stock. | ||||||