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Sequoia Financial Advisors, LLC: NIO position timeline

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

Sequoia Financial Advisors, LLC held 20,700 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 20,700 shares
    Change vs previous 13F -30,650 shares

    <0.01% of the 13F portfolio, value $104,742.

    13F-HR 0001599900-26-000003 filed by Sequoia Financial Advisors, 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 51,350 shares
    Change vs previous 13F +30,275 shares

    <0.01% of the 13F portfolio, value $309,641.

    13F-HR 0001599900-26-000002 filed by Sequoia Financial Advisors, 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 21,075 shares
    Change vs previous 13F -2,920 shares

    <0.01% of the 13F portfolio, value $107,483.

    13F-HR 0001599900-26-000001 filed by Sequoia Financial Advisors, 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 23,995 shares
    Change vs previous 13F +4,475 shares

    <0.01% of the 13F portfolio, value $182,842.

    13F-HR 0001599900-25-000004 filed by Sequoia Financial Advisors, 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/A 19,520 shares
    Change vs previous 13F -6,214 shares

    <0.01% of the 13F portfolio, value $66,954.

    13F-HR 0001085146-25-004180 filed by Sequoia Financial Advisors, 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/A 25,734 shares
    Change vs previous 13F -1,972 shares

    <0.01% of the 13F portfolio, value $98,047.

    13F-HR 0001085146-25-002275 filed by Sequoia Financial Advisors, 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/A 27,706 shares
    Change vs previous 13F -741 shares

    <0.01% of the 13F portfolio, value $120,799.

    13F-HR/A 0001085146-25-004759 filed by Sequoia Financial Advisors, 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 28,447 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $190,026.

    13F-HR 0001085146-24-005038 filed by Sequoia Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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