Position in NIO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,578
New position
Shares Held
1,300
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#306
of 418 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026COMPASS FINANCIAL MANAGEMENT LLC holds $2,863,327 across 7 Auto Manufacturers names. NIO ranks #5 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
|
5,919 | $2,489,531 | |
| 2 | F |
Ford Motor Co
|
15,586 | $216,645 | |
| 3 | GM |
General Motors Co
|
1,638 | $126,257 | |
| 4 | TM |
Toyota Motor Corp/
|
132 | $22,231 | |
| 5 | NIO |
NIO Inc.
This page
|
1,300 | $6,578 | |
| 6 | RIVN |
Rivian Automotive, Inc. / DE
|
120 | $2,082 | |
| 7 | WKHS |
Workhorse Group Inc.
|
1 | $3 |
All Filings in NIO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,578 | 1,300 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||