Nio Inc spon ads shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Nio Inc spon ads (NIO) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Nio Inc spon ads
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All positions including Nio Inc spon ads held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Nio Inc spon ads by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $42k | 12k | 3.43 |
| 2025-03-31 | $47k | 12k | 3.81 |
| 2023-09-30 | $92k | 10k | 9.04 |
| 2023-06-30 | $99k | 10k | 9.69 |
| 2023-03-31 | $107k | 10k | 10.51 |
| 2022-06-30 | $216k | 10k | 21.70 |
| 2021-12-31 | $220k | 6.9k | 31.71 |
| 2021-09-30 | $2.9M | 81k | 35.63 |
| 2021-06-30 | $3.5M | 67k | 53.21 |
| 2021-03-31 | $1.0M | 26k | 38.95 |
| 2020-12-31 | $268k | 5.5k | 48.73 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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