NORTHLAND SECURITIES, INC. NIO β€” NIO INC SHS A SPONSORED AMERICAN DEP SHS REPR 1 SH A ORD SH ISIN#US62914V1061

Ownership history in NORTHLAND SECURITIES, INC.  Β·  2 quarters on record

AI Ownership Summary

NORTHLAND SECURITIES, INC. reported NIO INC SHS A SPONSORED AMERICAN DEP SHS REPR 1 SH A ORD SH ISIN#US62914V1061 (NIO) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 0.07% in 2026 Q1. The latest visible filing shows NIO at 0.07% 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 NORTHLAND SECURITIES, INC.'s position in NIO INC SHS A SPONSORED AMERICAN DEP SHS REPR 1 SH A ORD SH ISIN#US62914V1061, 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 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% 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 Q4 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.

NIO stock page NORTHLAND SECURITIES, INC. fund profile NORTHLAND SECURITIES, INC. full holdings
How NORTHLAND SECURITIES, INC. 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 2 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€” 13,000 +1,000 +8.3% 0.07% $78K 2026-05-04 $6.07
2025 Q4 INITIATED β€” β€” β€” 12,000 β€” β€” 0.06% $61K 2026-01-23 $4.64

🏒 Other funds also holding NIO

As of 2026 Q1 β€” sorted by position size

WOLVERINE ASSET MANAGEMENT LLC 3Y 7Y 0.96% ABC ARBITRAGE SA 0.54% Hoffman, Alan N Investment Management 3Y 0.3% Cobblestone Asset Management LLC 0.25% FNY Investment Advisers, LLC 3Y 7Y 0.15% Redwood Wealth Management Group, LLC 3Y 0.14% Leonteq Securities AG 0.08% Aerodigm Wealth, LLC 3Y 0.08% Archer Investment Corp 3Y 0.06% 180 WEALTH ADVISORS, LLC 3Y 7Y 0.05%

FAQ About NORTHLAND SECURITIES, INC. and NIO

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

How long has NORTHLAND SECURITIES, INC. reported owning NIO?

NORTHLAND SECURITIES, INC. reported NIO across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported NIO position in NORTHLAND SECURITIES, INC.'s portfolio?

The largest reported portfolio weight for NIO was 0.07% in 2026 Q1.

What is the latest reported NIO position on this page?

The most recent filing on this page is 2026 Q1, when NORTHLAND SECURITIES, INC. reported 13,000 shares, equal to 0.07% of portfolio, with an estimated market value of $78K.

What does the chart on this NIO ownership page compare?

The chart compares NORTHLAND SECURITIES, INC.'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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