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Ibotta shares owned by ForthRight Wealth Management

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

Historical chart of ForthRight Wealth Management investment in Ibotta

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ibotta by ForthRight Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $689k 30k 22.73
2025-09-30 $844k 30k 27.85
2025-06-30 $1.1M 30k 36.60
2025-03-31 $1.5M 35k 42.20
2024-12-31 $2.3M 35k 65.08
2024-09-30 $340k 5.5k 61.61

More positions owned by ForthRight Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p Us Gwt (IUSG)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Bd Index Fds Intermed Term (BIV)
Proshares Tr S&p 500 Dv Arist (NOBL)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Vanguard Index Fds Mid Cap Etf (VO)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Proshares Tr Russ 2000 Divd (SMDV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchange Traded Dj Glbl Divid (FGD)

View all positions for ForthRight Wealth Management

Top funds holding Ibotta

Koch
D. E. Shaw & Co
Vanguard Group
BlackRock
Hsbc Holdings
Jpmorgan Chase & Co
Sumitomo Mitsui Trust Holdings
Deutsche Bank Aktiengesellschaft
Notable Capital Management
Nikko Asset Management Americas
Geode Capital Management
Bnp Paribas Arbitrage, Snc
State Street Corporation
Citadel Advisors
Jane Street

View all funds holding Ibotta