Position in NIO
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$5,060
-$970 QoQ
Shares Held
1,000
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#315
of 418 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NIO Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026Capital Advisors, Ltd. LLC holds $1,031,963 across 5 Auto Manufacturers names. NIO ranks #5 (0.5% of the industry book) .
All Filings in NIO
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,060 | 1,000 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $6,030 | 1,000 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $5,100 | 1,000 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $15,240 | 2,000 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $6,860 | 2,000 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $7,620 | 2,000 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $8,720 | 2,000 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $13,360 | 2,000 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $8,320 | 2,000 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $9,000 | 2,000 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $18,140 | 2,000 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $18,080 | 2,000 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $19,380 | 2,000 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $21,020 | 2,000 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $19,500 | 2,000 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $31,540 | 2,000 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $21,720 | 1,000 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $21,050 | 1,000 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $31,680 | 1,000 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $35,630 | 1,000 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $53,200 | 1,000 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $38,980 | 1,000 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $48,740 | 1,000 | Shares | Sole | 2021-02-10 | |
| No filing history on record for this holder in this stock. | ||||||