Position in NIO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,325
-$11 QoQ
Shares Held
262
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#351
of 418 holders
Holding Since
Mar 2024
9 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, 2026New England Capital Financial Advisors LLC holds $519,493 across 3 Auto Manufacturers names. NIO ranks #3 (0.3% of the industry book) .
All Filings in NIO
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,325 | 262 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $1,336 | 262 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,996 | 262 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $898 | 262 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $502 | 132 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $575 | 132 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $881 | 132 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $24 | 6 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $27 | 6 | Shares | Sole | 2024-05-02 | |
| No filing history on record for this holder in this stock. | ||||||