Pinnacle Wealth Planning Services, Inc.
Position in IONS — Ionis Pharmaceuticals Inc
CIK 1726752
MANSFIELD, OH
Position in IONS
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$316,354
+$10,673 QoQ
Shares Held
4,213
+9.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
5 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in IONS Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Mar 31, 2026Pinnacle Wealth Planning Services, Inc. holds $6,131,289 across 101 Biotechnology names. IONS ranks #4 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
1,550 | $692,137 | |
| 2 | REGN |
Regeneron Pharmaceuticals, Inc.
|
560 | $432,678 | |
| 3 | PTGX |
Protagonist Therapeutics, Inc
|
3,132 | $330,112 | |
| 4 | IONS |
Ionis Pharmaceuticals Inc
This page
|
4,213 | $316,354 | |
| 5 | JAZZ |
Jazz Pharmaceuticals plc
|
1,617 | $305,693 | |
| 6 | IDYA |
IDEAYA Biosciences, Inc.
|
8,271 | $275,589 | |
| 7 | ARGX |
Argenx SE
|
344 | $251,206 | |
| 8 | ACAD |
Acadia Pharmaceuticals Inc
|
10,599 | $235,933 |
All Filings in IONS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $316,354 | 4,213 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $305,681 | 3,864 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $334,492 | 5,113 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $208,770 | 5,284 | Shares | Sole | 2025-08-11 | |
| 2020-12-31 | $1,413 | 25 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||