Heritage Wealth Advisors

SEC CIK: 0001591122
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

NIO holding history

NIO Inc. in every 13F filed by Heritage Wealth Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

NIO overview All 13F holders of NIO Full Q2 2026 holdings

Shares (Q2 2026): 243
Value: $1.23K
% of portfolio: <0.1%
Quarters held: 22; Since Q1 2021

Holdings of NIO by Heritage Wealth Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	243	$1.23K	<0.1%	00.0%	Unchanged	Holders
Q1 2026	243	$1.47K	<0.1%	00.0%	Unchanged	Holders
Q4 2025	243	$1.24K	<0.1%	00.0%	Unchanged	Holders
Q3 2025	243	$1.85K	<0.1%	00.0%	Unchanged	Holders
Q2 2025	243	$833	<0.1%	00.0%	Unchanged	Holders
Q1 2025	243	$926	<0.1%	00.0%	Unchanged	Holders
Q4 2024	243	$1.06K	<0.1%	00.0%	Unchanged	Holders
Q3 2024	243	$1.62K	<0.1%	00.0%	Unchanged	Holders
Q2 2024	243	$1.01K	<0.1%	00.0%	Unchanged	Holders
Q1 2024	243	$1.09K	<0.1%	00.0%	Unchanged	Holders
Q4 2023	243	$2.20K	<0.1%	00.0%	Unchanged	Holders
Q3 2023	243	$2.20K	<0.1%	00.0%	Unchanged	Holders
Q2 2023	243	$2.35K	<0.1%	00.0%	Unchanged	Holders
Q1 2023	243	$2.55K	<0.1%	00.0%	Unchanged	Holders
Q4 2022	243	$2.37K	<0.1%	00.0%	Unchanged	Holders
Q3 2022	243	$3.83K	<0.1%	00.0%	Unchanged	Holders
Q2 2022	243	$5.00K	<0.1%	+79+48.2%	Added	Holders
Q1 2022	164	$3.00K	<0.1%	00.0%	Unchanged	Holders
Q4 2021	164	$5.00K	<0.1%	+29+21.5%	Added	Holders
Q3 2021	135	$4.81K	<0.1%	+110+440.0%	Added	Holders
Q2 2021	25	$1.33K	<0.1%	00.0%	Unchanged	Holders
Q1 2021	25	$975	<0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.