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Steward Partners Investment Advisory, LLC: IONS position timeline

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

Steward Partners Investment Advisory, LLC held 2,355 IONS shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,355 shares
    Change vs previous 13F -1,284 shares

    <0.01% of the 13F portfolio, value $186,728.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 3,639 shares
    Change vs previous 13F +2,570 shares

    <0.01% of the 13F portfolio, value $273,253.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 1,069 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $84,569.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 1,069 shares
    Change vs previous 13F -152 shares

    <0.01% of the 13F portfolio, value $69,934.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 1,221 shares
    Change vs previous 13F +131 shares

    <0.01% of the 13F portfolio, value $48,241.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 1,090 shares
    Change vs previous 13F -1,984 shares

    <0.01% of the 13F portfolio, value $32,885.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, 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 3,074 shares
    Change vs previous 13F +1,019 shares

    <0.01% of the 13F portfolio, value $107,467.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, 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 2,055 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $82,323.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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