Position in NIO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$447,339
-$85,755 QoQ
Shares Held
88,407
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#106
of 418 holders
Holding Since
Sep 2020
21 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in NIO Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026Meridian Wealth Management, LLC holds $32,671,652 across 5 Auto Manufacturers names. NIO ranks #4 (1.4% of the industry book) .
All Filings in NIO
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $447,339 | 88,407 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $533,094 | 88,407 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $452,813 | 88,787 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $681,464 | 89,431 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $306,748 | 89,431 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $338,564 | 88,862 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $386,348 | 88,612 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $596,938 | 89,362 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $368,014 | 88,465 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $878,692 | 96,879 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $812,234 | 89,849 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $144,196 | 14,881 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $156,430 | 14,884 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $122,274 | 12,541 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $211,183 | 9,723 | Shares | Sole | 2022-08-05 | |
| 2021-12-31 | $245,551 | 7,751 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $281,512 | 7,901 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $823,908 | 15,487 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $629,020 | 16,137 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $645,073 | 13,235 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $200,316 | 9,440 | Shares | Sole | 2020-10-09 | |
| No filing history on record for this holder in this stock. | ||||||