Private Wealth Asset Management »

Ibotta shares owned by Private Wealth Asset Management

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

Historical chart of Private Wealth Asset Management investment in Ibotta

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ibotta by Private Wealth Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $23k 1.0k 22.73
2025-09-30 $28k 1.0k 27.85
2025-06-30 $37k 1.0k 36.60

More positions owned by Private Wealth Asset Management

Ishares Core S&p 500 Etf Core S&p500 Etf (IVV)
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)
Ishares Trust Core Msci Eafe Etf Core Msci Eafe (IEFA)
Ishares Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH)
Apple (AAPL)
Ishares Core S&p Small-cap E Core S&p Scp Etf (IJR)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Com Usd0.0033 Class B Cl B New (BRK.B)
Workiva Inc Com Cl A Com Cl A (WK)
Berkshire Hathaway Cl A (BRK.A)
Vanguard Sht-term Inflation-protected Sec Idx Strm Infproidx (VTIP)
Vanguard Real Estate Etf Real Estate Etf (VNQ)
First Tr Exchange-traded Fd Vi Smid Risng Etf Smid Risng Etf (SDVY)
Ishares Tr Rus Mid Cap Etf Rus Mid Cap Etf (IWR)
Ishares Core S&p Total Us Stock Market Etf Core S&p Ttl Stk (ITOT)

View all positions for Private Wealth Asset 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