Position in NIO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$14,800
-$2,837 QoQ
Shares Held
2,925
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#287
of 418 holders
Holding Since
Mar 2025
6 quarters on record
Common Shares in NIO Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026N.E.W. Advisory Services LLC holds $2,657,125 across 6 Auto Manufacturers names. NIO ranks #4 (0.6% of the industry book) .
All Filings in NIO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,800 | 2,925 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $17,637 | 2,925 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $14,927 | 2,927 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $22,303 | 2,927 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $10,039 | 2,927 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $11,151 | 2,927 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||