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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

IONS holding history

Ionis Pharmaceuticals Inc in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

IONS overviewAll 13F holders of IONSFull Q2 2026 holdings

Shares (Q2 2026)
50,554
Value
$4.01M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of IONS by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202650,554$4.01M<0.1%−1,674−3.2%ReducedHolders
Q1 202652,228$3.92M<0.1%−2,546−4.6%ReducedHolders
Q4 202554,774$4.33M<0.1%+3,300+6.4%AddedHolders
Q3 202551,474$3.37M<0.1%−1,815−3.4%ReducedHolders
Q2 202553,289$2.11M<0.1%+17,167+47.5%AddedHolders
Q1 202536,122$1.09M<0.1%−10,681−22.8%ReducedHolders
Q4 202446,803$1.64M<0.1%+18,421+64.9%AddedHolders
Q3 202428,382$1.14M<0.1%+1,522+5.7%AddedHolders
Q2 202426,860$1.28M<0.1%−145−0.5%ReducedHolders
Q1 202427,005$1.17M<0.1%+1,706+6.7%AddedHolders
Q4 202325,299$1.28M<0.1%+3,727+17.3%AddedHolders
Q3 202321,572$978.5K<0.1%+6,329+41.5%AddedHolders
Q2 202315,243$625.4K<0.1%+1,611+11.8%AddedHolders
Q1 202313,632$487.2K<0.1%+204+1.5%AddedHolders
Q4 202213,428$507.2K<0.1%−464−3.3%ReducedHolders
Q3 202213,892$614.0K<0.1%+1,163+9.1%AddedHolders
Q2 202212,729$471.0K<0.1%−29−0.2%ReducedHolders
Q1 202212,758$472.0K<0.1%−2,358−15.6%ReducedHolders
Q4 202115,116$460.0K<0.1%+201+1.3%AddedHolders
Q3 202114,915$500.0K<0.1%+1,595+12.0%AddedHolders
Q2 202113,320$531.0K<0.1%−30,859−69.8%ReducedHolders
Q1 202144,179$1.99M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.