Position in NIO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$52,072
-$9,982 QoQ
Shares Held
10,291
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#259
of 418 holders
Holding Since
Dec 2025
3 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, 2026LAUREL OAK WEALTH MANAGEMENT, LLC holds $8,265,585 across 4 Auto Manufacturers names. NIO ranks #4 (0.6% of the industry book) .
All Filings in NIO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52,072 | 10,291 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $62,054 | 10,291 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $52,484 | 10,291 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||