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Disclosery

PDS Planning, Inc: NIO position timeline

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

PDS Planning, Inc held 18,657 NIO shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,657 shares
    Change vs previous 13F +129 shares

    0.01% of the 13F portfolio, value $94,404.

    13F-HR 0000838618-26-000003 filed by PDS Planning, 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 18,528 shares
    Change vs previous 13F +856 shares

    0.01% of the 13F portfolio, value $111,724.

    13F-HR 0000838618-26-000002 filed by PDS Planning, 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 17,672 shares
    Change vs previous 13F -2,900 shares

    0.01% of the 13F portfolio, value $90,127.

    13F-HR 0000838618-26-000001 filed by PDS Planning, 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 20,572 shares
    Change vs previous 13F +9,667 shares

    0.01% of the 13F portfolio, value $156,759.

    13F-HR 0000838618-25-000008 filed by PDS Planning, 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 10,905 shares
    Change vs previous 13F -6,166 shares

    <0.01% of the 13F portfolio, value $37,404.

    13F-HR 0000838618-25-000006 filed by PDS Planning, 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 17,071 shares
    Change vs previous 13F -5,715 shares

    0.01% of the 13F portfolio, value $65,041.

    13F-HR 0000838618-25-000005 filed by PDS Planning, 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 22,786 shares
    Change vs previous 13F +2,627 shares

    0.01% of the 13F portfolio, value $99,347.

    13F-HR 0000838618-25-000001 filed by PDS Planning, 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 20,159 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $134,662.

    13F-HR 0000838618-24-000005 filed by PDS Planning, Inc
    Filed (acceptance time not in the bulk data set), ingested

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