Axim Planning & Wealth
- SEC CIK
- 0001950607
- Latest filing
- Aug 13, 2026
NIO holding history
NIO Inc. in every 13F filed by Axim Planning & Wealth, 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)
- 85,404
- Value
- $432.1K
- % of portfolio
- 0.6%
- Quarters held
- 17
- Since Q2 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 85,404 | $432.1K | 0.6% | −40,890−32.4% | Reduced | Holders |
| Q1 2026 | 126,294 | $761.6K | 0.9% | −5,198−4.0% | Reduced | Holders |
| Q4 2025 | 131,492 | $670.6K | 0.7% | −33,091−20.1% | Reduced | Holders |
| Q3 2025 | 164,583 | $1.25M | 1.0% | +81,234+97.5% | Added | Holders |
| Q2 2025 | 83,349 | $285.9K | 0.3% | +26,383+46.3% | Added | Holders |
| Q1 2025 | 56,966 | $217.0K | 0.2% | −8,785−13.4% | Reduced | Holders |
| Q4 2024 | 65,751 | $286.7K | 0.3% | −14,632−18.2% | Reduced | Holders |
| Q3 2024 | 80,383 | $537.0K | 0.6% | +66,328+471.9% | Added | Holders |
| Q2 2024 | 14,055 | $58.5K | 0.1% | −26,230−65.1% | Reduced | Holders |
| Q1 2024 | 40,285 | $181.3K | 0.1% | +14,500+56.2% | Added | Holders |
| Q4 2023 | 25,785 | $233.9K | 0.2% | −50,225−66.1% | Reduced | Holders |
| Q3 2023 | 76,010 | $687.1K | 0.6% | +56,200+283.7% | Added | Holders |
| Q2 2023 | 19,810 | $192.0K | 0.2% | +2,750+16.1% | Added | Holders |
| Q1 2023 | 17,060 | $179.3K | 0.2% | −995,524−98.3% | Reduced | Holders |
| Q4 2022 | 1,012,584 | $9.87M | 10.1% | −746,897−42.4% | Reduced | Holders |
| Q3 2022 | 1,759,481 | $27.7M | 27.3% | +107,636+6.5% | Added | Holders |
| Q2 2022 | 1,651,845 | $35.9M | 27.8% | – | No prior filing | Holders |