Position in NIO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$66,260
-$14,391 QoQ
Shares Held
13,095
-2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#230
of 418 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in NIO Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026RFG Advisory, LLC holds $16,467,457 across 4 Auto Manufacturers names. NIO ranks #4 (0.4% of the industry book) .
All Filings in NIO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $66,260 | 13,095 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $80,651 | 13,375 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $78,570 | 15,406 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $108,318 | 14,215 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||