IBTA — IBOTTA INC

Ownership history in ForthRight Wealth Management, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which ForthRight Wealth Management, 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
0.75% (2024 Q4)
Avg. % of fund
0.36%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 30,296 — 0% 0.20% $689K $22.73
2025 Q3 UNCHANGED 30,296 — 0% 0.25% $844K $27.85
2025 Q2 REDUCED 30,296 -4,300 -12.4% 0.35% $1.1M $36.60
2025 Q1 UNCHANGED 34,596 — 0% 0.49% $1.5M $42.20
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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% 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% FOX RUN MANAGEMENT, L.L.C. 3Y 7Y 0.04%
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