Position in NIO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$94,404
-$17,319 QoQ
Shares Held
18,657
+0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#208
of 418 holders
Holding Since
Mar 2020
21 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, 2026PDS Planning, Inc holds $8,830,431 across 8 Auto Manufacturers names. NIO ranks #8 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
|
16,395 | $6,895,737 | |
| 2 | TM |
Toyota Motor Corp/
|
4,175 | $703,153 | |
| 3 | GM |
General Motors Co
|
4,255 | $327,975 | |
| 4 | RACE |
Ferrari N.V.
|
622 | $231,564 | |
| 5 | F |
Ford Motor Co
|
16,176 | $224,846 | |
| 6 | HMC |
Honda Motor Co Ltd
|
8,048 | $218,181 | |
| 7 | XPEV |
Xpeng Inc.
|
10,164 | $134,571 | |
| 8 | NIO |
NIO Inc.
This page
|
18,657 | $94,404 |
All Filings in NIO
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $94,404 | 18,657 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $111,723 | 18,528 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $90,127 | 17,672 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $156,758 | 20,572 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $37,404 | 10,905 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $65,040 | 17,071 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $99,346 | 22,786 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $134,662 | 20,159 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $82,322 | 19,789 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $48,001 | 10,667 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $113,810 | 12,548 | Shares | Sole | 2024-02-01 | |
| 2022-09-30 | $877,758 | 55,660 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $1,176,072 | 54,147 | Shares | Sole | 2022-07-15 | |
| 2021-12-31 | $2,358,259 | 74,440 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $2,670,397 | 74,948 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $3,991,223 | 75,023 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $2,892,939 | 74,216 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $3,919,280 | 80,412 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $1,890,277 | 89,080 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $648,480 | 84,000 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $66,720 | 24,000 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||