Position in NIO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$225,746
-$72,913 QoQ
Shares Held
44,614
-9.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#141
of 418 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in NIO Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026IPG Investment Advisors LLC holds $8,443,170 across 5 Auto Manufacturers names. NIO ranks #5 (2.7% 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 | $225,746 | 44,614 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $298,659 | 49,529 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $203,025 | 39,809 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $241,622 | 31,709 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $73,432 | 21,409 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $154,720 | 40,609 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $99,992 | 22,934 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $230,019 | 34,434 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $135,853 | 32,657 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $114,556 | 25,457 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $143,260 | 15,795 | Shares | Sole | 2024-02-12 | |
| 2023-06-30 | $153,053 | 15,795 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $166,005 | 15,795 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $161,538 | 16,568 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $233,175 | 14,786 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $534,268 | 24,598 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $323,412 | 15,364 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $382,916 | 12,087 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $337,380 | 9,469 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $551,098 | 10,359 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $315,776 | 8,101 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $361,650 | 7,420 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||