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Disclosery

Coe Capital Management, LLC: NIO position timeline

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

Coe Capital Management, LLC held 9,100 NIO shares at 2021-06-30 per its 13F-HR filed 2021-07-22.

the latest 13F is the newest step

  1. period ended2021-06-30
    13F 9,100 shares
    Change vs previous 13F -400 shares

    0.46% of the 13F portfolio, value $484,000.

    13F-HR 0001505896-21-000005 filed by Coe Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2021-03-31
    13F 9,500 shares
    Change vs previous 13F -7,000 shares

    0.37% of the 13F portfolio, value $370,000.

    13F-HR 0001505896-21-000004 filed by Coe Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2020-12-31
    13F 16,500 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $804,000.

    13F-HR 0001505896-21-000001 filed by Coe Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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