IBTA β€” Ibotta Inc CL A

Ownership history in SAYBROOK CAPITAL /NC  Β·  5 quarters on record

AI Ownership Summary

SAYBROOK CAPITAL /NC reported Ibotta Inc CL A (IBTA) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 1.43% in 2024 Q4. The latest visible filing shows IBTA at 0.34% 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.

What this IBTA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SAYBROOK CAPITAL /NC's position in Ibotta Inc CL A, 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
2025 Q4

IBTA was reported at 0.34% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.43% in 2024 Q4

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

Time in book
Holding Window
2024 Q4 to 2025 Q4

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 SAYBROOK CAPITAL /NC held IBTA β€” position size vs. price
% of Fund (quarterly)    IBTA price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 60,258 β€” 0% 0.34% $1.4M 2026-02-14 (Est.) $21.44
2025 Q3 UNCHANGED 60,258 β€” 0% 0.44% $1.7M 2025-10-16 $31.45
2025 Q2 REDUCED 60,258 -9,106 -13.1% 0.62% $2.2M 2025-07-31 $36.35
2025 Q1 REDUCED 69,364 -12,700 -15.5% 0.81% $2.9M 2025-04-23 $46.64
2024 Q4 INITIATED 82,064 β€” β€” 1.43% $5.3M 2025-02-07 $71.00

FAQ About SAYBROOK CAPITAL /NC and IBTA

These are the practical questions this page is built to answer before you even open the full history table.

How long has SAYBROOK CAPITAL /NC reported owning IBTA?

SAYBROOK CAPITAL /NC reported IBTA across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported IBTA position in SAYBROOK CAPITAL /NC's portfolio?

The largest reported portfolio weight for IBTA was 1.43% in 2024 Q4.

What is the latest reported IBTA position on this page?

The most recent filing on this page is 2025 Q4, when SAYBROOK CAPITAL /NC reported 60,258 shares, equal to 0.34% of portfolio, with an estimated market value of $1.4M.

What does the chart on this IBTA ownership page compare?

The chart compares SAYBROOK CAPITAL /NC's quarterly IBTA 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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