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Ethic Inc.: NIO position timeline

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

Ethic Inc. held 61,012 NIO shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 61,012 shares
    Change vs previous 13F +3,447 shares

    <0.01% of the 13F portfolio, value $308,721.

    13F-HR 0001780570-26-000005 filed by Ethic Inc.
    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 57,565 shares
    Change vs previous 13F -4,496 shares

    0.01% of the 13F portfolio, value $347,117.

    13F-HR 0001780570-26-000004 filed by Ethic Inc.
    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 62,061 shares
    Change vs previous 13F +6,176 shares

    <0.01% of the 13F portfolio, value $316,511.

    13F-HR 0001780570-26-000002 filed by Ethic Inc.
    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 55,885 shares
    Change vs previous 13F +19,933 shares

    0.01% of the 13F portfolio, value $425,844.

    13F-HR 0001780570-25-000008 filed by Ethic Inc.
    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 35,952 shares
    Change vs previous 13F -6,714 shares

    <0.01% of the 13F portfolio, value $124,394.

    13F-HR 0001780570-25-000005 filed by Ethic Inc.
    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 42,666 shares
    Change vs previous 13F -76,766 shares

    <0.01% of the 13F portfolio, value $165,117.

    13F-HR 0001780570-25-000003 filed by Ethic Inc.
    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 119,432 shares
    Change vs previous 13F +71,184 shares

    0.01% of the 13F portfolio, value $520,724.

    13F-HR 0001780570-25-000002 filed by Ethic Inc.
    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 48,248 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $221,467.

    13F-HR 0001780570-24-000010 filed by Ethic Inc.
    Filed (acceptance time not in the bulk data set), ingested

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