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Ibotta shares owned by EverSource Wealth Advisors

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

Historical chart of EverSource Wealth Advisors investment in Ibotta

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ibotta by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.3k 83 27.86
2025-06-30 $511 14 36.57
2025-03-31 $549 13 42.23
2024-12-31 $195 3 65.00

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Vanguard Value Etf Etf (VTV)
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Nvidia Corporation Stock (NVDA)
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)
Praxis Impact Large Cap Growth Etf Etf (PRXG)
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Microsoft Corp Stock (MSFT)
Tesla Stock (TSLA)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Total Stock Market Etf Etf (VTI)
Broadcom Stock (AVGO)
Palantir Technologies Inc Cl A Stock (PLTR)

View all positions for EverSource Wealth Advisors

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