INDEPENDENT FINANCIAL GROUP, LLC

Position in NIO — NIO Inc.

CIK 275484 SAN DIEGO, CA

Position in NIO

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$55,250

-$7,305 QoQ

Shares Held

10,919

+5.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#251

of 418 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

INDEPENDENT FINANCIAL GROUP, LLC holds $42,769,228 across 6 Auto Manufacturers names. NIO ranks #6 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSLA	Tesla, Inc.	91,049	$38,295,209
2	RIVN	Rivian Automotive, Inc. / DE	108,672	$1,885,459
3	F	Ford Motor Co	117,638	$1,635,168
4	GM	General Motors Co	7,054	$543,722
5	RACE	Ferrari N.V.	952	$354,420
6	NIO	NIO Inc. This page	10,919	$55,250

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$55,250	10,919	+5.3%	Shares	Sole	2026-07-15
2026-03-31	$62,555	10,374	-19.4%	Shares	Sole	2026-05-15
2025-12-31	$65,657	12,874	+4.7%	Shares	Sole	2026-05-15
2025-09-30	$93,718	12,299	-11.2%	Shares	Sole	2026-05-15
2025-06-30	$47,515	13,853	-21.9%	Shares	Sole	2026-05-15
2025-03-31	$67,619	17,748	-5.6%	Shares	Sole	2026-05-19
2024-12-31	$81,928	18,791	+19.0%	Shares	Sole	2026-06-12
2024-09-30	$105,483	15,791	-31.5%	Shares	Sole	2026-06-12
2024-06-30	$95,912	23,056	+10.6%	Shares	Sole	2026-06-12
2024-03-31	$93,793	20,843	-12.4%	Shares	Sole	2026-06-12
2023-12-31	$215,748	23,787	-16.9%	Shares	Sole	2026-06-12
2023-09-30	$258,878	28,637	+2.6%	Shares	Sole	2026-06-12
2023-06-30	$270,447	27,910	-3.5%	Shares	Sole	2026-06-12
2023-03-31	$303,844	28,910	+5.8%	Shares	Sole	2026-06-12
2022-12-31	$266,516	27,335	+6.0%	Shares	Sole	2026-06-15
2022-09-30	$406,787	25,795	-3.6%	Shares	Sole	2026-06-15
2022-06-30	$580,901	26,745	-8.2%	Shares	Sole	2026-06-12
2022-03-31	$612,976	29,120	-5.7%	Shares	Sole	2026-06-12
2021-12-31	$977,961	30,870	+6.4%	Shares	Sole	2026-06-15
2021-09-30	$1,033,661	29,011	-43.0%	Shares	Sole	2026-06-15
2021-06-30	$2,705,964	50,864	-28.3%	Shares	Sole	2026-06-15
2021-03-31	$2,763,759	70,902	-1.3%	Shares	Sole	2026-06-15
2020-12-31	$3,502,992	71,871	+170.9%	Shares	Sole	2026-06-15
2020-09-30	$562,966	26,530	-7.9%	Shares	Sole	2026-06-15
2020-06-30	$222,336	28,800	+3.2%	Shares	Sole	2026-06-15
2020-03-31	$77,562	27,900	—	Shares	Sole	2026-06-15
No filing history on record for this holder in this stock.