Position in NIO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,317
+$159 QoQ
Shares Held
458
+27.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#337
of 418 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NIO Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026Bogart Wealth, LLC holds $1,688,610 across 8 Auto Manufacturers names. NIO ranks #6 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
|
3,436 | $1,445,181 | |
| 2 | F |
Ford Motor Co
|
6,123 | $85,109 | |
| 3 | GM |
General Motors Co
|
949 | $73,148 | |
| 4 | TM |
Toyota Motor Corp/
|
346 | $58,273 | |
| 5 | RIVN |
Rivian Automotive, Inc. / DE
|
1,372 | $23,804 | |
| 6 | NIO |
NIO Inc.
This page
|
458 | $2,317 | |
| 7 | HMC |
Honda Motor Co Ltd
|
15 | $406 | |
| 8 | RACE |
Ferrari N.V.
|
1 | $372 |
All Filings in NIO
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,317 | 458 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,158 | 358 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,744 | 342 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $2,377 | 312 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,337 | 390 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $807 | 212 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $924 | 212 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,416 | 212 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $881 | 212 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $3,456 | 768 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $108 | 12 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,012 | 112 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,085 | 112 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,177 | 112 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $604 | 62 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,577 | 100 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,172 | 100 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $2,105 | 100 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $2,534 | 80 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $2,850 | 80 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $5,320 | 100 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $3,898 | 100 | Shares | Sole | 2021-04-16 | |
| No filing history on record for this holder in this stock. | ||||||