KOM Wealth Management Group, LLC IONS β€” IONIS PHARMACEUTICALS INC

Ownership history in KOM Wealth Management Group, LLC  Β·  2 quarters on record

AI Ownership Summary

KOM Wealth Management Group, LLC reported IONIS PHARMACEUTICALS INC (IONS) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 0.15% in 2025 Q4. The latest visible filing shows IONS at 0.13% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IONS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was KOM Wealth Management Group, LLC's position in IONIS PHARMACEUTICALS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

IONS was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.15% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How KOM Wealth Management Group, LLC held IONS β€” position size vs. price
% of Fund (quarterly)    IONS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED β€” β€” β€” 2,654 -41 -1.5% 0.13% $210K 2026-07-23 $55.87
2025 Q4 INITIATED β€” β€” β€” 2,695 β€” β€” 0.15% $213K 2026-01-23 $80.29

FAQ About KOM Wealth Management Group, LLC and IONS

These are the practical questions this page is built to answer before you even open the full history table.

How long has KOM Wealth Management Group, LLC reported owning IONS?

KOM Wealth Management Group, LLC reported IONS across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported IONS position in KOM Wealth Management Group, LLC's portfolio?

The largest reported portfolio weight for IONS was 0.15% in 2025 Q4.

What is the latest reported IONS position on this page?

The most recent filing on this page is 2026 Q2, when KOM Wealth Management Group, LLC reported 2,654 shares, equal to 0.13% of portfolio, with an estimated market value of $210K.

What does the chart on this IONS ownership page compare?

The chart compares KOM Wealth Management Group, LLC's quarterly IONS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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