BFSG, LLC

Position in NIO — NIO Inc.

CIK 1706836 IRVINE, CA

Position in NIO

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$15,180

-$2,910 QoQ

Shares Held

3,000

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#286

of 418 holders

Holding Since

Jun 2021

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

BFSG, LLC holds $5,017,458 across 7 Auto Manufacturers names. NIO ranks #3 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSLA	Tesla, Inc.	11,803	$4,964,341
2	GM	General Motors Co	436	$33,606
3	NIO	NIO Inc. This page	3,000	$15,180
4	LI	Li Auto Inc.	300	$3,522
5	XPEV	Xpeng Inc.	33	$436
6	RIVN	Rivian Automotive, Inc. / DE	20	$347
7	LCID	Lucid Group, Inc.	4	$26

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,180	3,000	0.0%	Shares	Sole	2026-07-20
2026-03-31	$18,090	3,000	-2.9%	Shares	Sole	2026-04-29
2025-12-31	$15,759	3,090	0.0%	Shares	Sole	2026-01-22
2025-09-30	$23,545	3,090	-1.0%	Shares	Sole	2025-10-29
2025-06-30	$10,701	3,120	0.0%	Shares	Sole	2025-07-15
2025-03-31	$11,887	3,120	-1.3%	Shares	Sole	2025-04-18
2024-12-31	$13,777	3,160	-3.5%	Shares	Sole	2025-01-31
2024-09-30	$21,877	3,275	0.0%	Shares	Sole	2024-10-16
2024-06-30	$13,624	3,275	-5.1%	Shares	Sole	2024-07-29
2024-03-31	$15,525	3,450	-5.5%	Shares	Sole	2024-04-23
2023-12-31	$33,105	3,650	-81.8%	Shares	Sole	2024-04-23
2021-06-30	$1,065,170	20,022	—	Shares	Sole	2021-07-29
No filing history on record for this holder in this stock.