Ownership history in Axim Planning & Wealth · 16 quarters on record
This page tracks every 13F SEC filing in which Axim Planning & Wealth 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 Q4 | REDUCED | 64,000 | -67,492 | -51.3% | 0.34% | $326K | $5.10 |
| 2025 Q4 | ADDED | 131,492 | +112,492 | +592.1% | 0.71% | $671K | $5.10 |
| 2025 Q3 | REDUCED | 19,000 | -145,583 | -88.5% | 0.11% | $145K | $7.62 |
| 2025 Q3 | ADDED | 164,583 | +81,234 | +97.5% | 0.99% | $1.3M | $7.62 |
| 2025 Q2 | ADDED | 83,349 | +26,383 | +46.3% | 0.26% | $286K | $3.43 |
| 2025 Q1 | REDUCED | 56,966 | -8,785 | -13.4% | 0.19% | $217K | $3.81 |
| 2024 Q4 | REDUCED | 65,751 | -14,632 | -18.2% | 0.31% | $287K | $4.36 |
| 2024 Q3 | ADDED | 80,383 | +66,328 | +471.9% | 0.60% | $537K | $6.68 |
| 2024 Q2 | REDUCED | 14,055 | -26,230 | -65.1% | 0.07% | $58K | $4.16 |
| 2024 Q1 | ADDED | 40,285 | +14,500 | +56.2% | 0.15% | $181K | $4.50 |
As of 2025 Q4 — sorted by position size