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Disclosery

DAVENPORT & Co LLC: IONS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DAVENPORT & Co LLC on IONS, newest first. How the timeline and the estimate are built.

DAVENPORT & Co LLC held 283,960 IONS shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 283,960 shares
    Change vs previous 13F +45,722 shares

    0.11% of the 13F portfolio, value $22,515,188.

    13F-HR 0000887777-26-000016 filed by DAVENPORT & Co LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 238,238 shares
    Change vs previous 13F +20,341 shares

    0.1% of the 13F portfolio, value $17,889,291.

    13F-HR 0000887777-26-000010 filed by DAVENPORT & Co LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 217,897 shares
    Change vs previous 13F +155,334 shares

    0.09% of the 13F portfolio, value $17,237,832.

    13F-HR 0000887777-26-000002 filed by DAVENPORT & Co LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 62,563 shares
    Change vs previous 13F -2,280 shares

    0.02% of the 13F portfolio, value $4,092,871.

    13F-HR 0000887777-25-000032 filed by DAVENPORT & Co LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 64,843 shares
    Change vs previous 13F +8,450 shares

    0.01% of the 13F portfolio, value $2,561,947.

    13F-HR 0001085146-25-004036 filed by DAVENPORT & Co LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 56,393 shares
    Change vs previous 13F -6,347 shares

    0.01% of the 13F portfolio, value $1,701,377.

    13F-HR 0001085146-25-002387 filed by DAVENPORT & Co LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 62,740 shares
    Change vs previous 13F -12,858 shares

    0.01% of the 13F portfolio, value $2,193,390.

    13F-HR 0001085146-25-000466 filed by DAVENPORT & Co LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 75,598 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $3,028,456.

    13F-HR 0001085146-24-005117 filed by DAVENPORT & Co LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).