Hoffman, Alan N Investment Management NIO β€” NIO INC

Ownership history in Hoffman, Alan N Investment Management  Β·  3 quarters on record

AI Ownership Summary

Hoffman, Alan N Investment Management reported NIO INC (NIO) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.3% in 2026 Q1. The latest visible filing shows NIO at 0.30% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this NIO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hoffman, Alan N Investment Management's position in NIO INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

NIO was reported at 0.30% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.3% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Hoffman, Alan N Investment Management held NIO β€” position size vs. price
% of Fund (quarterly)    NIO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 75,708 +63,716 +531.3% 0.30% $457K 2026-04-07 $6.14
2025 Q4 UNCHANGED β€” β€” β€” 11,992 β€” 0% 0.03% $61K 2026-01-06 $4.78
2025 Q3 INITIATED β€” β€” β€” 11,992 β€” β€” 0.04% $91K 2025-10-08 $7.85

FAQ About Hoffman, Alan N Investment Management and NIO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Hoffman, Alan N Investment Management reported owning NIO?

Hoffman, Alan N Investment Management reported NIO across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported NIO position in Hoffman, Alan N Investment Management's portfolio?

The largest reported portfolio weight for NIO was 0.30% in 2026 Q1.

What is the latest reported NIO position on this page?

The most recent filing on this page is 2026 Q1, when Hoffman, Alan N Investment Management reported 75,708 shares, equal to 0.30% of portfolio, with an estimated market value of $457K.

What does the chart on this NIO ownership page compare?

The chart compares Hoffman, Alan N Investment Management's quarterly NIO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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