Question 1

How many shares of NIO does Integrated Wealth Concepts LLC own?

Accepted Answer

As of 2026-Q2, Integrated Wealth Concepts LLC holds 34,624 shares of NIO (NIO INC).

Question 2

What is Integrated Wealth Concepts LLC's NIO position worth?

Accepted Answer

As of 2026-Q2, Integrated Wealth Concepts LLC's NIO position is worth $175,198.

Question 3

Is Integrated Wealth Concepts LLC buying or selling NIO?

Accepted Answer

In 2026-Q2, Integrated Wealth Concepts LLC increased their NIO position (+37.1% change in shares).

Question 4

When did Integrated Wealth Concepts LLC first buy NIO?

Accepted Answer

Based on available 13F filings, Integrated Wealth Concepts LLC first reported a position in NIO in 2024-Q3. They have held the position across 29 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	34,624	+37.1%	$175,198	0.0%	$5.06	30
2026-Q1	Increased	25,262	+6.5%	$152,330	0.0%	$4.59	24
2025-Q4	Decreased	23,714	-11.9%	$120,943	0.0%	$5.50	0
2025-Q3	Increased	26,916	+0.5%	$205,101	0.0%	$7.21	23
2025-Q2	Increased	26,774	+7.1%	$91,835	0.0%	$3.46	23
2025-Q1	Decreased	24,992	-43.6%	$95,220	0.0%	$3.75	0
2024-Q4	Decreased	44,329	-11.7%	$193,276	0.0%	$4.38	0
2024-Q3	Increased	50,206	+2.6%	$335,376	0.0%	$6.52	24