IONS β€” Isis Pharmaceuticals Inc

Ownership history in Perigon Wealth Management, LLC  Β·  13 quarters on record

AI Ownership Summary

Perigon Wealth Management, LLC reported Isis Pharmaceuticals Inc (IONS) in 13 quarterly 13F filings from 2026 Q1 through 2026 Q1. The latest visible filing shows IONS at 0.00% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IONS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Perigon Wealth Management, LLC's position in Isis 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 Q1

IONS was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

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

Time in book
Holding Window
2026 Q1 to 2026 Q1

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 Perigon Wealth Management, LLC held IONS β€” position size vs. price
% of Fund (quarterly)    IONS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 3,430 -12,239 -78.1% 0.00% $258K 2026-04-10 $75.17
12 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Perigon Wealth Management, 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 Perigon Wealth Management, LLC reported owning IONS?

Perigon Wealth Management, LLC reported IONS across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

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

The largest reported portfolio weight for IONS was 0.00% in 2026 Q1.

What is the latest reported IONS position on this page?

The most recent filing on this page is 2026 Q1, when Perigon Wealth Management, LLC reported 3,430 shares, equal to 0.00% of portfolio, with an estimated market value of $258K.

What does the chart on this IONS ownership page compare?

The chart compares Perigon Wealth Management, 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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