Planning Strategies Inc.

Position in NIO — NIO Inc.

CIK 2139665 LANCASTER, PA

Position in NIO

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$404

New position

Shares Held

80

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#391

of 418 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Planning Strategies Inc. holds $265,054 across 6 Auto Manufacturers names. NIO ranks #5 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSLA	Tesla, Inc.	545	$229,227
2	F	Ford Motor Co	2,125	$29,537
3	GM	General Motors Co	53	$4,085
4	RIVN	Rivian Automotive, Inc. / DE	85	$1,474
5	NIO	NIO Inc. This page	80	$404
6	LCID	Lucid Group, Inc.	49	$327

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$404	80	—	Shares	Sole	2026-07-27
No filing history on record for this holder in this stock.