Position in IONS
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$9,236
-$890 QoQ
Shares Held
123
-3.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in IONS Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Mar 31, 2026Bogart Wealth, LLC holds $12,250,420 across 40 Biotechnology names. IONS ranks #6 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
27,196 | $12,144,101 | |
| 2 | MRNA |
Moderna, Inc.
|
439 | $22,301 | |
| 3 | REGN |
Regeneron Pharmaceuticals, Inc.
|
20 | $15,452 | |
| 4 | ALNY |
Alnylam Pharmaceuticals, Inc.
|
39 | $12,903 | |
| 5 | RPRX |
Royalty Pharma plc
|
204 | $9,785 | |
| 6 | IONS |
Ionis Pharmaceuticals Inc
This page
|
123 | $9,236 | |
| 7 | CRSP |
CRISPR Therapeutics AG
|
150 | $7,135 | |
| 8 | GMAB |
Genmab A/S
|
146 | $3,917 |
All Filings in IONS
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,236 | 123 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $10,126 | 128 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $7,719 | 118 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $4,662 | 118 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $3,077 | 102 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,482 | 71 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $2,844 | 71 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $4,051 | 85 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $3,684 | 85 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $4,300 | 85 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $3,855 | 85 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $3,487 | 85 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $3,037 | 85 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $3,210 | 85 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $3,759 | 85 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $3,146 | 85 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,111 | 30 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $3,043 | 100 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $4,192 | 125 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $4,986 | 125 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $5,620 | 125 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $1,413 | 25 | Shares | Sole | 2021-01-14 | |
| No filing history on record for this holder in this stock. | ||||||