Position in IONS
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$882,339
+$40,731 QoQ
Shares Held
11,128
-0.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#7
of 53 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IONS Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026Plancorp, LLC holds $5,642,142 across 6 Biotechnology names. IONS ranks #2 (15.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBRX |
ImmunityBio, Inc.
|
396,354 | $3,470,079 | |
| 2 | IONS |
Ionis Pharmaceuticals Inc
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|
11,128 | $882,339 | |
| 3 | REGN |
Regeneron Pharmaceuticals, Inc.
|
907 | $565,550 | |
| 4 | EXEL |
Exelixis, Inc.
|
8,068 | $438,979 | |
| 5 | RXRX |
Recursion Pharmaceuticals, Inc.
|
69,500 | $255,065 | |
| 6 | GNLX |
GENELUX Corp
|
10,010 | $30,130 |
All Filings in IONS
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $882,339 | 11,128 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $841,608 | 11,208 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $886,664 | 11,208 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $733,227 | 11,208 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $442,828 | 11,208 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $335,731 | 11,128 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $389,034 | 11,128 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $452,117 | 11,286 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $537,890 | 11,286 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $483,569 | 11,155 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $564,331 | 11,155 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $505,990 | 11,155 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $457,689 | 11,155 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $398,751 | 11,157 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $423,477 | 11,212 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $497,808 | 11,255 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $415,919 | 11,235 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $415,292 | 11,212 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $343,067 | 11,274 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $373,434 | 11,134 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $443,576 | 11,120 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $499,056 | 11,100 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $627,594 | 11,100 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $527,644 | 11,120 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||