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Kestra Advisory Services, LLC: NIO position timeline

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

Kestra Advisory Services, LLC held 37,750 NIO shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,750 shares
    Change vs previous 13F +2,372 shares

    <0.01% of the 13F portfolio, value $191,015.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, 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 35,378 shares
    Change vs previous 13F +373 shares

    <0.01% of the 13F portfolio, value $213,329.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, 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 35,005 shares
    Change vs previous 13F +2,987 shares

    <0.01% of the 13F portfolio, value $178,526.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, 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 32,018 shares
    Change vs previous 13F +4,554 shares

    <0.01% of the 13F portfolio, value $243,977.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, 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 27,464 shares
    Change vs previous 13F -20,408 shares

    <0.01% of the 13F portfolio, value $94,202.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, 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 47,872 shares
    Change vs previous 13F -21,961 shares

    <0.01% of the 13F portfolio, value $182,392.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, 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 69,833 shares
    Change vs previous 13F +38,692 shares

    <0.01% of the 13F portfolio, value $304,472.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, 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 31,141 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $208,022.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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