Position in NIO
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$8,171
-$1,567 QoQ
Shares Held
1,615
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#296
of 418 holders
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NIO Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026HHM Wealth Advisors, LLC holds $3,945,334 across 9 Auto Manufacturers names. NIO ranks #8 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
|
5,904 | $2,483,222 | |
| 2 | TM |
Toyota Motor Corp/
|
7,379 | $1,242,771 | |
| 3 | GM |
General Motors Co
|
1,628 | $125,486 | |
| 4 | F |
Ford Motor Co
|
3,167 | $44,021 | |
| 5 | RIVN |
Rivian Automotive, Inc. / DE
|
1,280 | $22,208 | |
| 6 | HMC |
Honda Motor Co Ltd
|
400 | $10,844 | |
| 7 | STLA |
Stellantis N.V.
|
1,500 | $8,610 | |
| 8 | NIO |
NIO Inc.
This page
|
1,615 | $8,171 |
All Filings in NIO
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,171 | 1,615 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $9,738 | 1,615 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $8,236 | 1,615 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $12,306 | 1,615 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $5,539 | 1,615 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $6,153 | 1,615 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $7,041 | 1,615 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $10,788 | 1,615 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $6,718 | 1,615 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $7,267 | 1,615 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $14,648 | 1,615 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $14,599 | 1,615 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $15,649 | 1,615 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $17,005 | 1,618 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $15,746 | 1,615 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $25,468 | 1,615 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $35,251 | 1,623 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $36,900 | 1,753 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $23,063 | 728 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $41,081 | 1,153 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $61,339 | 1,153 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $41,435 | 1,063 | Shares | Sole | 2021-04-23 | |
| 2020-09-30 | $4,244 | 200 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||