Legacy Wealth Managment, LLC/ID NIO — NIO INC

Ownership history in Legacy Wealth Managment, LLC/ID  ·  5 quarters on record

AI Ownership Summary

Legacy Wealth Managment, LLC/ID reported NIO INC (NIO) in 5 quarterly 13F filings from 2024 Q3 through 2025 Q3. The latest visible filing shows NIO at 0.00% 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 Legacy Wealth Managment, LLC/ID'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
2025 Q3

NIO was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q1

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

Time in book
Holding Window
2024 Q3 to 2025 Q3

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.

NIO stock page Legacy Wealth Managment, LLC/ID fund profile Legacy Wealth Managment, LLC/ID full holdings
How Legacy Wealth Managment, LLC/ID held NIO — position size vs. price
% of Fund (quarterly)    NIO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED — — — 150 — 0% 0.00% $1K 2025-11-12 $6.45
2025 Q2 REDUCED 66.7% +110.2% ❌ 150 -300 -66.7% 0.00% $515 2025-08-06 $4.61
2025 Q1 ADDED — — — 450 +200 +80.0% 0.00% $2K 2025-05-16 $4.10
2024 Q4 ADDED — — — 250 +100 +66.7% 0.00% $1K 2025-02-13 $4.26
2024 Q3 INITIATED — — — 150 — — 0.00% $692 2024-11-15 $4.49

🏢 Other funds also holding NIO

As of 2026 Q1 — sorted by position size

XY Capital Ltd 3Y 2.66% Aspex Management (HK) Ltd 3Y 1.15% WOLVERINE ASSET MANAGEMENT LLC 3Y 7Y 0.96% Axim Planning & Wealth 3Y 0.92% Ghisallo Capital Management LLC 3Y 0.66% ABC ARBITRAGE SA 0.54% Alliance Wealth Advisors, LLC 3Y 0.53% Axim Planning & Wealth 3Y 0.47% NINE MASTS CAPITAL Ltd 3Y 7Y 0.41% Diametric Capital, LP 3Y 7Y 0.35%

FAQ About Legacy Wealth Managment, LLC/ID and NIO

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

How long has Legacy Wealth Managment, LLC/ID reported owning NIO?

Legacy Wealth Managment, LLC/ID reported NIO across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported NIO position in Legacy Wealth Managment, LLC/ID's portfolio?

The largest reported portfolio weight for NIO was 0.00% in 2025 Q1.

What is the latest reported NIO position on this page?

The most recent filing on this page is 2025 Q3, when Legacy Wealth Managment, LLC/ID reported 150 shares, equal to 0.00% of portfolio, with an estimated market value of $1K.

What does the chart on this NIO ownership page compare?

The chart compares Legacy Wealth Managment, LLC/ID'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.

How well did Legacy Wealth Managment, LLC/ID time their NIO position?

Based on 13F filing dates vs. subsequent NIO price moves, Legacy Wealth Managment, LLC/ID correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on NIO relative to SPY over the holding period was +21.9%.

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