Position in NIO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$123,843
-$23,289 QoQ
Shares Held
24,475
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#187
of 418 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NIO Over Time
Shares Held
Position Value (USD)
Derivatives in NIO
reported options exposure · as of Dec 31, 2025CallValue
$38,250
CallShares
7,500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026Prosperity Financial Group, Inc. holds $5,130,034 across 3 Auto Manufacturers names. NIO ranks #3 (2.4% of the industry book) .
All Filings in NIO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $123,843 | 24,475 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $147,132 | 24,400 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $38,250 | 7,500 | Call | Sole | 2026-01-26 | |
| 2025-12-31 | $124,440 | 24,400 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $57,150 | 7,500 | Call | Sole | 2025-11-14 | |
| 2025-09-30 | $185,928 | 24,400 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $87,465 | 25,500 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $57,150 | 15,000 | Call | Sole | 2025-05-15 | |
| 2025-03-31 | $91,059 | 23,900 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $65,400 | 15,000 | Call | Sole | 2025-02-07 | |
| 2024-12-31 | $51,012 | 11,700 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||