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Disclosery

Ballentine Partners, LLC: NIO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ballentine Partners, LLC on NIO, newest first. How the timeline and the estimate are built.

Ballentine Partners, LLC held 72,244 NIO shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 72,244 shares
    Change vs previous 13F +23,454 shares

    <0.01% of the 13F portfolio, value $365,555.

    13F-HR 0001172661-26-002674 filed by Ballentine Partners, LLC
    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 48,790 shares
    Change vs previous 13F +4,958 shares

    <0.01% of the 13F portfolio, value $294,204.

    13F-HR 0001172661-26-001909 filed by Ballentine Partners, LLC
    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 43,832 shares
    Change vs previous 13F +747 shares

    <0.01% of the 13F portfolio, value $223,543.

    13F-HR 0001172661-26-000457 filed by Ballentine Partners, LLC
    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 43,085 shares
    Change vs previous 13F +2,885 shares

    <0.01% of the 13F portfolio, value $328,308.

    13F-HR 0001172661-25-004541 filed by Ballentine Partners, LLC
    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 40,200 shares
    Change vs previous 13F +8,503 shares

    <0.01% of the 13F portfolio, value $137,886.

    13F-HR 0001172661-25-002596 filed by Ballentine Partners, LLC
    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 31,697 shares
    Change vs previous 13F +189 shares

    <0.01% of the 13F portfolio, value $120,766.

    13F-HR 0001172661-25-001551 filed by Ballentine Partners, LLC
    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 31,508 shares
    Change vs previous 13F +7,488 shares

    <0.01% of the 13F portfolio, value $137,375.

    13F-HR 0001172661-25-000227 filed by Ballentine Partners, LLC
    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 24,020 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $160,454.

    13F-HR 0001172661-24-004333 filed by Ballentine Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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