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Axim Planning & Wealth: NIO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Axim Planning & Wealth on NIO, newest first. How the timeline and the estimate are built.

Axim Planning & Wealth held 85,404 NIO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 85,404 shares
    Change vs previous 13F -40,890 shares

    0.61% of the 13F portfolio, value $432,144.

    13F-HR 0001941040-26-000598 filed by Axim Planning & Wealth
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 126,294 shares
    Change vs previous 13F -5,198 shares

    0.93% of the 13F portfolio, value $761,553.

    13F-HR 0001941040-26-000358 filed by Axim Planning & Wealth
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 131,492 shares
    Change vs previous 13F -33,091 shares

    0.71% of the 13F portfolio, value $670,609.

    13F-HR 0001941040-26-000158 filed by Axim Planning & Wealth
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 164,583 shares
    Change vs previous 13F +81,234 shares

    1% of the 13F portfolio, value $1,254,122.

    13F-HR 0001941040-25-000593 filed by Axim Planning & Wealth
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 83,349 shares
    Change vs previous 13F +26,383 shares

    0.26% of the 13F portfolio, value $285,887.

    13F-HR 0001941040-25-000429 filed by Axim Planning & Wealth
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 56,966 shares
    Change vs previous 13F -8,785 shares

    0.19% of the 13F portfolio, value $217,040.

    13F-HR 0001941040-25-000291 filed by Axim Planning & Wealth
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 65,751 shares
    Change vs previous 13F -14,632 shares

    0.31% of the 13F portfolio, value $286,674.

    13F-HR 0001941040-25-000120 filed by Axim Planning & Wealth
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 80,383 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $536,958.

    13F-HR 0001941040-24-000468 filed by Axim Planning & Wealth
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).