Position in IONS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$214,083
+$11,340 QoQ
Shares Held
2,700
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#371
of 510 holders
Holding Since
Dec 2025
3 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, 2026Montis Financial, LLC holds $1,111,674 across 2 Biotechnology names. IONS ranks #2 (19.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
1,807 | $897,591 | |
| 2 | IONS |
Ionis Pharmaceuticals Inc
This page
|
2,700 | $214,083 |
All Filings in IONS
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $214,083 | 2,700 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $202,743 | 2,700 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $213,597 | 2,700 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||