Skip to main content

EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

NIO holding history

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

NIO overviewAll 13F holders of NIOFull Q2 2026 holdings

Shares (Q2 2026)
4,779
Value
$24.2K
% of portfolio
<0.1%
Quarters held
18
Since Q1 2022
Holdings of NIO by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,779$24.2K<0.1%−3,236−40.4%ReducedHolders
Q1 20268,015$48.3K<0.1%+4,383+120.7%AddedHolders
Q4 20253,632$18.5K<0.1%+1,248+52.3%AddedHolders
Q3 20252,384$18.2K<0.1%−103−4.1%ReducedHolders
Q2 20252,487$8.53K<0.1%+1,197+92.8%AddedHolders
Q1 20251,290$4.92K<0.1%+456+54.7%AddedHolders
Q4 2024834$3.64K<0.1%−227−21.4%ReducedHolders
Q3 20241,061$7.09K<0.1%−511−32.5%ReducedHolders
Q2 20241,572$6.98K<0.1%+104+7.1%AddedHolders
Q1 20241,468$6.93K<0.1%+712+94.2%AddedHolders
Q4 2023756$6.86K<0.1%+73+10.7%AddedHolders
Q3 2023683$6.17K<0.1%+178+35.2%AddedHolders
Q2 2023505$4.89K<0.1%−85−14.4%ReducedHolders
Q1 2023590$6.20K<0.1%+97+19.7%AddedHolders
Q4 2022493$4.81K<0.1%−242−32.9%ReducedHolders
Q3 2022735$11.0K<0.1%+73+11.0%AddedHolders
Q2 2022662$14.0K<0.1%00.0%UnchangedHolders
Q1 2022662$14.0K<0.1%+662NewHolders