Perigon Wealth Management, LLC

Position in NIO — NIO Inc.

CIK 1575239 SAN FRANCISCO, CA

Position in NIO

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$55,467

-$8,264 QoQ

Shares Held

10,962

+3.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#249

of 418 holders

Holding Since

Sep 2020

17 quarters on record

Voting authority Sole 7% Shared 0% None 93%

Consumer Cyclical · as of Jun 30, 2026

Perigon Wealth Management, LLC holds $49,324,695 across 7 Auto Manufacturers names. NIO ranks #7 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSLA	Tesla, Inc.	107,200	$45,088,320
2	GM	General Motors Co	23,603	$1,819,319
3	F	Ford Motor Co	62,949	$874,991
4	RIVN	Rivian Automotive, Inc. / DE	49,542	$859,553
5	RACE	Ferrari N.V.	1,079	$401,700
6	TM	Toyota Motor Corp/	1,338	$225,345
7	NIO	NIO Inc. This page	10,962	$55,467

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$55,467	10,962	+3.7%	Shares	Sole	2026-08-07
2026-03-31	$63,731	10,569	-11.6%	Shares	Sole	2026-04-10
2025-12-31	$61,001	11,961	+6.4%	Shares	Sole	2026-01-16
2025-09-30	$85,633	11,238	+2.5%	Shares	Sole	2025-10-17
2025-06-30	$37,620	10,968	-3.1%	Shares	Sole	2025-07-16
2025-03-31	$43,136	11,322	-23.3%	Shares	Sole	2025-04-23
2024-12-31	$64,392	14,769	+24.1%	Shares	Sole	2025-01-22
2024-09-30	$79,505	11,902	-7.1%	Shares	Sole	2024-10-16
2024-06-30	$53,306	12,814	+13.2%	Shares	Sole	2024-08-02
2024-03-31	$50,926	11,317	-4.4%	Shares	Sole	2024-04-29
2022-03-31	$249,084	11,833	+0.3%	Shares	Sole	2022-05-16
2021-12-31	$373,760	11,798	+0.4%	Shares	Sole	2022-02-11
2021-09-30	$418,759	11,753	-14.9%	Shares	Sole	2021-11-01
2021-06-30	$735,117	13,818	-17.2%	Shares	Sole	2021-07-19
2021-03-31	$650,888	16,698	+47.5%	Shares	Sole	2021-05-17
2020-12-31	$551,736	11,320	-5.1%	Shares	Sole	2021-01-28
2020-09-30	$253,154	11,930	—	Shares	Sole	2020-11-03
No filing history on record for this holder in this stock.