Position in NIO
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$9,204
-$1,764 QoQ
Shares Held
1,819
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#294
of 418 holders
Holding Since
Dec 2022
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NIO Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026VALLEY WEALTH MANAGERS, INC. holds $21,093 across 3 Auto Manufacturers names. NIO ranks #1 (43.6% of the industry book) .
All Filings in NIO
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,204 | 1,819 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $10,968 | 1,819 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,176 | 819 | Shares | Sole | 2026-02-04 | |
| 2022-12-31 | $0 | 0 | Shares | Sole | 2023-02-01 | |
| No filing history on record for this holder in this stock. | ||||||