IBTA — IBOTTA INC

Ownership history in True Wealth Design, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which True Wealth Design, 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.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 109 +93 +581.2% 0.00% $3K $27.85
2025 Q1 INITIATED 16 — — 0.00% $676 $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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