Position in IBTA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$860,148
-$47,823 QoQ
Shares Held
25,180
-16.9% QoQ
Ownership
0.109%
of shares outstanding
% of Portfolio
1.38%
of 13F equity value
Holder Rank
#42
of 145 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IBTA Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026ForthRight Wealth Management, LLC holds $1,328,488 across 2 Software - Application names. IBTA ranks #1 (64.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBTA |
Ibotta, Inc.
This page
|
25,180 | $860,148 | |
| 2 | SAP |
Sap SE
|
3,039 | $468,340 |
All Filings in IBTA
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $860,148 | 25,180 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $907,971 | 30,296 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $688,628 | 30,296 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $843,743 | 30,296 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,108,833 | 30,296 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,459,951 | 34,596 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $2,251,507 | 34,596 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $340,025 | 5,519 | Shares | Sole | 2024-10-28 | |
| No filing history on record for this holder in this stock. | ||||||