Ownership history in Activest Wealth Management · 17 quarters on record
This page tracks every 13F SEC filing in which Activest Wealth Management reported a position in NIO INC (NIO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | UNCHANGED | 212 | — | 0% | 0.00% | $2K | $7.62 |
| 2025 Q2 | UNCHANGED | 212 | — | 0% | 0.00% | $727 | $3.43 |
| 2025 Q1 | REDUCED | 212 | -1,242 | -85.4% | 0.00% | $808 | $3.81 |
| 2024 Q4 | UNCHANGED | 1,454 | — | 0% | 0.00% | $6K | $4.36 |
| 2024 Q3 | UNCHANGED | 1,454 | — | 0% | 0.00% | $10K | $6.68 |
| 2024 Q2 | UNCHANGED | 1,454 | — | 0% | 0.00% | $6K | $4.16 |
| 2024 Q1 | UNCHANGED | 1,454 | — | 0% | 0.00% | $7K | $4.50 |
| 2023 Q4 | ADDED | 1,454 | +379 | +35.3% | 0.01% | $13K | $9.07 |
| 2023 Q3 | ADDED | 1,075 | +616 | +134.2% | 0.01% | $10K | $9.04 |
| 2023 Q1 | REDUCED | 459 | -15,297 | -97.1% | 0.00% | $5K | $10.51 |
As of 2025 Q4 — sorted by position size