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Fermata Advisors, LLC → IBTA

Fermata Advisors, LLC IBTA Position History

Ibotta, Inc.

Quarters held
4
Latest value
$337K
Q3 2026
Peak value
$337K
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$237K
Q1 2026$312K
Q2 2026$292K
Q3 2026$337K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$337K8.5K——
Q2 2026$292K8.5K——
Q1 2026$312K10.4K——
Q4 2025$237K10.4K——

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