Position in NIO
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$300,118
-$80,000 QoQ
Shares Held
59,312
-5.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#128
of 418 holders
Holding Since
Dec 2023
10 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, 2026Compound Planning, Inc. holds $23,497,454 across 9 Auto Manufacturers names. NIO ranks #8 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
|
42,245 | $17,768,247 | |
| 2 | GM |
General Motors Co
|
19,500 | $1,503,059 | |
| 3 | TM |
Toyota Motor Corp/
|
8,406 | $1,415,738 | |
| 4 | F |
Ford Motor Co
|
63,030 | $876,116 | |
| 5 | RIVN |
Rivian Automotive, Inc. / DE
|
29,025 | $503,583 | |
| 6 | HMC |
Honda Motor Co Ltd
|
16,857 | $456,992 | |
| 7 | RACE |
Ferrari N.V.
|
1,141 | $424,782 | |
| 8 | NIO |
NIO Inc.
This page
|
59,312 | $300,118 |
All Filings in NIO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $300,118 | 59,312 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $380,118 | 63,038 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $211,389 | 41,449 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $279,867 | 36,728 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $74,753 | 21,794 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $128,572 | 33,746 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $117,201 | 26,881 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $129,104 | 19,327 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $69,634 | 16,739 | Shares | Sole | 2024-07-26 | |
| 2023-12-31 | $144,757 | 15,960 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||