Position in NIO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$4,807
-$921 QoQ
Shares Held
950
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#318
of 418 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NIO Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $4,672,503 across 10 Auto Manufacturers names. NIO ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
|
10,243 | $4,308,205 | |
| 2 | RIVN |
Rivian Automotive, Inc. / DE
|
9,305 | $161,441 | |
| 3 | F |
Ford Motor Co
|
8,827 | $122,695 | |
| 4 | GM |
General Motors Co
|
484 | $37,306 | |
| 5 | TM |
Toyota Motor Corp/
|
95 | $15,999 | |
| 6 | RACE |
Ferrari N.V.
|
35 | $13,030 | |
| 7 | XPEV |
Xpeng Inc.
|
500 | $6,620 | |
| 8 | NIO |
NIO Inc.
This page
|
950 | $4,807 |
All Filings in NIO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,807 | 950 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $5,728 | 950 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $4,845 | 950 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $7,239 | 950 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,601 | 1,050 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $3,619 | 950 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $4,142 | 950 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $6,346 | 950 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $3,952 | 950 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $4,275 | 950 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $8,616 | 950 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $8,588 | 950 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $9,205 | 950 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $9,984 | 950 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $10,237 | 1,050 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $16,558 | 1,050 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $22,806 | 1,050 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $22,102 | 1,050 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $33,264 | 1,050 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $104,752 | 2,940 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $262,808 | 4,940 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $155,530 | 3,990 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $194,472 | 3,990 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $84,667 | 3,990 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $30,802 | 3,990 | Shares | Sole | 2020-07-23 | |
| No filing history on record for this holder in this stock. | ||||||