Position in NIO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$76,992
-$14,676 QoQ
Shares Held
15,216
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#220
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, 2026Tradition Wealth Management, LLC holds $7,015,898 across 4 Auto Manufacturers names. NIO ranks #4 (1.1% of the industry book) .
All Filings in NIO
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $76,992 | 15,216 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $91,668 | 15,202 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $77,066 | 15,111 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $128,099 | 16,811 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $61,091 | 17,811 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $67,859 | 17,811 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $73,295 | 16,811 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $112,297 | 16,811 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $69,933 | 16,811 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $75,649 | 16,811 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $152,475 | 16,811 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $151,971 | 16,811 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $162,898 | 16,811 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $175,632 | 16,711 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $166,052 | 17,031 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $268,578 | 17,031 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $369,913 | 17,031 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $358,818 | 17,046 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $533,681 | 16,846 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $610,377 | 17,131 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $646,486 | 12,152 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $14,110 | 362 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $974 | 20 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||