Position in NIO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$9,993
-$1,916 QoQ
Shares Held
1,975
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#293
of 418 holders
Holding Since
Dec 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, 2026Center for Financial Planning, Inc. holds $1,987,071 across 9 Auto Manufacturers names. NIO ranks #6 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
|
2,772 | $1,165,903 | |
| 2 | F |
Ford Motor Co
|
53,907 | $749,307 | |
| 3 | RIVN |
Rivian Automotive, Inc. / DE
|
1,305 | $22,641 | |
| 4 | GM |
General Motors Co
|
284 | $21,890 | |
| 5 | TM |
Toyota Motor Corp/
|
100 | $16,842 | |
| 6 | NIO |
NIO Inc.
This page
|
1,975 | $9,993 | |
| 7 | RACE |
Ferrari N.V.
|
1 | $372 | |
| 8 | STLA |
Stellantis N.V.
|
17 | $97 |
All Filings in NIO
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,993 | 1,975 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $11,909 | 1,975 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $10,072 | 1,975 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $15,049 | 1,975 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $6,774 | 1,975 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $4,667 | 1,225 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $981 | 225 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $2,371 | 355 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,476 | 355 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $1,597 | 355 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $3,219 | 355 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $3,209 | 355 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $3,439 | 355 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $3,731 | 355 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $3,461 | 355 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $5,598 | 355 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $7,710 | 355 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $7,472 | 355 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $11,246 | 355 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $12,648 | 355 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $6,916 | 130 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $5,067 | 130 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $6,336 | 130 | Shares | Sole | 2021-02-09 | |
| No filing history on record for this holder in this stock. | ||||||