Heritage Wealth Advisors

Position in NIO — NIO Inc.

CIK 1591122 RICHMOND, VA

Position in NIO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,229

-$236 QoQ

Shares Held

243

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#359

of 418 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Heritage Wealth Advisors holds $403,491 across 5 Auto Manufacturers names. NIO ranks #4 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSLA	Tesla, Inc.	734	$308,720
2	GM	General Motors Co	674	$51,951
3	F	Ford Motor Co	2,920	$40,588
4	NIO	NIO Inc. This page	243	$1,229
5	LCID	Lucid Group, Inc.	150	$1,003

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,229	243	0.0%	Shares	Sole	2026-08-14
2026-03-31	$1,465	243	0.0%	Shares	Sole	2026-05-14
2025-12-31	$1,239	243	0.0%	Shares	Sole	2026-02-13
2025-09-30	$1,851	243	0.0%	Shares	Sole	2025-11-13
2025-06-30	$833	243	0.0%	Shares	Sole	2025-08-11
2025-03-31	$925	243	0.0%	Shares	Sole	2025-05-08
2024-12-31	$1,059	243	0.0%	Shares	Sole	2025-02-12
2024-09-30	$1,623	243	0.0%	Shares	Sole	2024-11-12
2024-06-30	$1,010	243	0.0%	Shares	Sole	2024-12-12
2024-03-31	$1,093	243	0.0%	Shares	Sole	2024-12-12
2023-12-31	$2,204	243	0.0%	Shares	Sole	2024-12-12
2023-09-30	$2,196	243	0.0%	Shares	Sole	2024-12-12
2023-06-30	$2,354	243	0.0%	Shares	Sole	2024-12-12
2023-03-31	$2,553	243	0.0%	Shares	Sole	2023-05-04
2022-12-31	$2,369	243	0.0%	Shares	Sole	2024-12-12
2022-09-30	$3,832	243	0.0%	Shares	Sole	2024-12-12
2022-06-30	$5,277	243	+48.2%	Shares	Sole	2022-08-04
2022-03-31	$3,452	164	0.0%	Shares	Sole	2022-05-11
2021-12-31	$5,195	164	+21.5%	Shares	Sole	2022-03-28
2021-09-30	$4,810	135	+440.0%	Shares	Sole	2021-11-02
2021-06-30	$1,330	25	0.0%	Shares	Sole	2021-08-09
2021-03-31	$974	25	—	Shares	Sole	2021-04-27
No filing history on record for this holder in this stock.