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Ibotta shares owned by Abound Wealth Management

Quarter-by-quarter ownership of Ibotta (IBTA) shares owned by Abound Wealth Management from 13F filings

Historical chart of Abound Wealth Management investment in Ibotta

Tip: Access up to 7 years of quarterly data

All positions including Ibotta held by Abound Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ibotta by Abound Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $17k 604 27.85

More positions owned by Abound Wealth Management

Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Large Cap Etf (VV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Tesla Motors (TSLA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Abound Wealth Management

Top funds holding Ibotta

Koch
Vanguard Group
D. E. Shaw & Co
Sumitomo Mitsui Trust Holdings
Nikko Asset Management Americas
BlackRock
ARK Investment Management
Hsbc Holdings
Jpmorgan Chase & Co
Goldman Sachs Group
Bnp Paribas Arbitrage, Snc
Notable Capital Management
Geode Capital Management
State Street Corporation
UBS Group

View all funds holding Ibotta