Position in NIO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$11,020
+$2,042 QoQ
Shares Held
2,178
+46.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#291
of 418 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 81%
Shared 0%
None 19%
Common Shares in NIO Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026FINANCIAL CONSULATE, INC holds $1,482,632 across 9 Auto Manufacturers names. NIO ranks #7 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
|
3,077 | $1,294,186 | |
| 2 | F |
Ford Motor Co
|
4,227 | $58,755 | |
| 3 | HMC |
Honda Motor Co Ltd
|
1,805 | $48,933 | |
| 4 | RIVN |
Rivian Automotive, Inc. / DE
|
1,365 | $23,682 | |
| 5 | TM |
Toyota Motor Corp/
|
88 | $14,820 | |
| 6 | GM |
General Motors Co
|
169 | $13,026 | |
| 7 | NIO |
NIO Inc.
This page
|
2,178 | $11,020 | |
| 8 | STLA |
Stellantis N.V.
|
1,681 | $9,648 |
All Filings in NIO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,020 | 2,178 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $8,978 | 1,489 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $3,039 | 596 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $4,137 | 543 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||