Position in NIO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$253
-$48 QoQ
Shares Held
50
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#397
of 418 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NIO Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $15,522,525 across 8 Auto Manufacturers names. NIO ranks #8 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
|
35,437 | $14,904,802 | |
| 2 | TM |
Toyota Motor Corp/
|
1,465 | $246,735 | |
| 3 | GM |
General Motors Co
|
2,373 | $182,910 | |
| 4 | RIVN |
Rivian Automotive, Inc. / DE
|
8,425 | $146,173 | |
| 5 | F |
Ford Motor Co
|
2,442 | $33,943 | |
| 6 | STLA |
Stellantis N.V.
|
1,285 | $7,375 | |
| 7 | LCID |
Lucid Group, Inc.
|
50 | $334 | |
| 8 | NIO |
NIO Inc.
This page
|
50 | $253 |
All Filings in NIO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $253 | 50 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $301 | 50 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $255 | 50 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $381 | 50 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $171 | 50 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $190 | 50 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $218 | 50 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $334 | 50 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $270 | 65 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $292 | 65 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $453 | 50 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $452 | 50 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $484 | 50 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $525 | 50 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $487 | 50 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $788 | 50 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $1,086 | 50 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $1,052 | 50 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||