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Creative Planning IBTA Position History
Ibotta, Inc.
Quarters held
4
Latest value
$194K
Q3 2026
Peak value
$194K
First seen
Q2 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2026 | $76K |
| Q2 2026 | $173K |
| Q3 2026 | $88K |
| Q3 2026 | $194K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $194K | 4.9K | — | — |
| Q3 2026 | $88K | 2.2K | — | — |
| Q2 2026 | $173K | 5.1K | — | — |
| Q2 2026 | $76K | 2.2K | — | — |