Foundations Investment Advisors, LLC

Endowment

Position in NIO — NIO Inc.

CIK 1743404 PHOENIX, AZ

Back to NIO Full portfolio

Position in NIO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$8,768

-$56,777 QoQ

Shares Held

1,733

-86.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#295

of 418 holders

Holding Since

Dec 2025

2 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 Jun 30, 2026

CallValue

$581,900

CallShares

115,000

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

Foundations Investment Advisors, LLC holds $23,758,898 across 5 Auto Manufacturers names. NIO ranks #5 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSLA	Tesla, Inc.	52,355	$22,020,512
2	F	Ford Motor Co	78,664	$1,093,429
3	GM	General Motors Co	4,418	$340,539
4	AIIO	Robo.Ai Inc.	67,500	$295,650
5	NIO	NIO Inc. This page	1,733	$8,768

All Filings in NIO

Export CSV

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,768	1,733	-86.5%	Shares	Sole	2026-08-14
2026-06-30	$581,900	115,000	—	Call	Sole	2026-08-14
2025-12-31	$65,545	12,852	—	Shares	Sole	2026-02-10
No filing history on record for this holder in this stock.