West Family Investments, Inc.

Position in NIO — NIO Inc.

CIK 1568303 CARLSBAD, CA

Position in NIO

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$77,003

-$84,251 QoQ

Shares Held

15,218

-43.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#219

of 418 holders

Holding Since

Jun 2021

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

West Family Investments, Inc. holds $5,181,861 across 6 Auto Manufacturers names. NIO ranks #6 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSLA	Tesla, Inc.	8,985	$3,779,091
2	GM	General Motors Co	6,028	$464,638
3	F	Ford Motor Co	24,549	$341,231
4	TM	Toyota Motor Corp/	1,670	$281,261
5	RACE	Ferrari N.V.	641	$238,637
6	NIO	NIO Inc. This page	15,218	$77,003

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$77,003	15,218	-43.1%	Shares	Sole	2026-08-10
2026-03-31	$161,254	26,742	-36.2%	Shares	Sole	2026-05-07
2025-12-31	$213,797	41,921	-3.3%	Shares	Sole	2026-02-11
2025-09-30	$330,281	43,344	+10.8%	Shares	Sole	2025-11-12
2025-06-30	$134,143	39,109	+103.8%	Shares	Sole	2025-08-13
2025-03-31	$73,098	19,186	0.0%	Shares	Sole	2025-05-02
2024-12-31	$83,650	19,186	-7.3%	Shares	Sole	2025-02-07
2024-09-30	$138,235	20,694	+51.4%	Shares	Sole	2024-11-08
2024-03-31	$61,510	13,669	+134.6%	Shares	Sole	2024-05-13
2021-09-30	$207,580	5,826	-3.4%	Shares	Sole	2022-02-15
2021-06-30	$320,955	6,033	—	Shares	Sole	2022-02-15
No filing history on record for this holder in this stock.