OneDigital Investment Advisors LLC

Position in NIO — NIO Inc.

CIK 1690370 OVERLAND PARK, KS

Back to NIO Full portfolio

Position in NIO

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$76,153

-$14,598 QoQ

Shares Held

15,050

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#221

of 418 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in NIO Over Time

Shares Held

Position Value (USD)

Derivatives in NIO

reported options exposure · as of Sep 30, 2020

CallValue

$29,708

CallShares

1,400

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Auto Manufacturers

Consumer Cyclical · as of Jun 30, 2026

OneDigital Investment Advisors LLC holds $22,434,301 across 6 Auto Manufacturers names. NIO ranks #6 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSLA	Tesla, Inc.	43,236	$18,185,061
2	STLA	Stellantis N.V.	296,476	$1,701,772
3	F	Ford Motor Co	117,789	$1,637,267
4	GM	General Motors Co	5,952	$458,780
5	RACE	Ferrari N.V.	1,008	$375,268
6	NIO	NIO Inc. This page	15,050	$76,153

All Filings in NIO

Export CSV

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$76,153	15,050	0.0%	Shares	Sole	2026-08-07
2026-03-31	$90,751	15,050	+15.3%	Shares	Sole	2026-05-08
2025-12-31	$66,555	13,050	-28.2%	Shares	Sole	2026-02-13
2025-09-30	$138,417	18,165	+1.8%	Shares	Sole	2025-11-10
2025-06-30	$61,228	17,851	+9.1%	Shares	Sole	2025-08-07
2025-03-31	$62,358	16,367	-0.9%	Shares	Sole	2025-04-29
2024-12-31	$72,001	16,514	-1.5%	Shares	Sole	2025-02-13
2024-09-30	$112,016	16,769	+1.1%	Shares	Sole	2024-11-06
2024-06-30	$68,976	16,581	+7.7%	Shares	Sole	2024-08-02
2024-03-31	$69,273	15,394	-1.3%	Shares	Sole	2024-05-10
2023-12-31	$141,528	15,604	-19.3%	Shares	Sole	2024-02-13
2023-09-30	$174,851	19,342	+25.7%	Shares	Sole	2023-11-14
2023-06-30	$149,061	15,383	-2.7%	Shares	Sole	2023-08-07
2023-03-31	$166,110	15,805	-5.3%	Shares	Sole	2023-05-10
2022-12-31	$162,717	16,689	-20.5%	Shares	Sole	2023-02-02
2022-09-30	$331,028	20,991	+2.8%	Shares	Sole	2022-11-08
2022-06-30	$443,587	20,423	+15.7%	Shares	Sole	2022-08-08
2022-03-31	$371,574	17,652	+33.6%	Shares	Sole	2022-05-05
2021-12-31	$418,461	13,209	-7.8%	Shares	Sole	2022-02-23
2021-09-30	$510,577	14,330	-6.6%	Shares	Sole	2021-11-05
2021-06-30	$816,247	15,343	-31.7%	Shares	Sole	2021-08-09
2021-03-31	$875,139	22,451	+80.3%	Shares	Sole	2021-05-10
2020-12-31	$607,056	12,455	+4.7%	Shares	Sole	2021-02-08
2020-09-30	$29,708	1,400	—	Call	Sole	2020-10-09
2020-09-30	$252,411	11,895	—	Shares	Sole	2020-10-09
No filing history on record for this holder in this stock.