Position in NIO
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$2,530
-$6,515 QoQ
Shares Held
500
-66.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#333
of 418 holders
Holding Since
Dec 2022
14 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, 2026Glass Jacobson Investment Advisors llc holds $283,920 across 5 Auto Manufacturers names. NIO ranks #4 (0.9% of the industry book) .
All Filings in NIO
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,530 | 500 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $9,045 | 1,500 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $7,650 | 1,500 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $11,430 | 1,500 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $4,459 | 1,300 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $3,810 | 1,000 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $4,360 | 1,000 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $5,344 | 800 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $3,328 | 800 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,250 | 500 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $4,535 | 500 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $4,520 | 500 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $4,845 | 500 | Shares | Sole | 2023-07-25 | |
| 2022-12-31 | $4,875 | 500 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||