IBTA — IBOTTA INC

Ownership history in Advisory Services Network, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in IBOTTA INC (IBTA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2025 Q1)
Avg. % of fund
0.01%
First filed
2025 Q1
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 9,925 -734 -6.9% 0.00% $276K $27.85
2025 Q2 REDUCED 10,659 -740 -6.5% 0.01% $387K $36.60
2025 Q1 INITIATED 11,399 — — 0.01% $481K $42.20
% of Fund (quarterly)    IBTA price (monthly, adj. close)

Other funds also holding IBTA

As of 2025 Q4 — sorted by position size

SAYBROOK CAPITAL /NC 3Y 7Y 0.34% ForthRight Wealth Management, LLC 3Y 0.2% NANO CAP NEW MILLENNIUM GROWTH FUND L P 0.19% Amova Asset Management Americas, Inc. 3Y 7Y 0.09% Brooklyn Investment Group 0.08% Fermata Advisors, LLC 3Y 0.06% XTX Topco Ltd 3Y 0.05% FourThought Financial Partners, LLC 3Y 0.04% Counterpoint Mutual Funds LLC 3Y 0.04% Aristides Capital LLC 3Y 0.04%
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