Position in NIU
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$6,281
-$8,850 QoQ
Shares Held
3,125
-40.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#33
of 49 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NIU Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $37,641,081 across 16 Auto Manufacturers names. NIU ranks #15 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
|
81,299 | $34,194,355 | |
| 2 | GM |
General Motors Co
|
17,749 | $1,368,089 | |
| 3 | TM |
Toyota Motor Corp/
|
3,475 | $585,255 | |
| 4 | FFAI |
Faraday Future Intelligent Electric Inc.
|
95 | $491,310 | |
| 5 | RACE |
Ferrari N.V.
|
739 | $275,120 | |
| 6 | F |
Ford Motor Co
|
18,888 | $262,539 | |
| 7 | HMC |
Honda Motor Co Ltd
|
9,646 | $261,498 | |
| 8 | XPEV |
Xpeng Inc.
|
3,110 | $41,173 |
All Filings in NIU
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,281 | 3,125 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $15,131 | 5,236 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $9,819 | 3,241 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $11,354 | 2,421 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $14,414 | 4,290 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $8,514 | 2,087 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,395 | 1,897 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,031 | 1,753 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $3,036 | 1,745 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,549 | 2,113 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $961 | 439 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||