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True Wealth Design, LLC → IBTA
True Wealth Design, LLC IBTA Position History
Ibotta, Inc.
Quarters held
4
Latest value
$828
Q3 2026
Peak value
$3K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3K |
| Q1 2026 | $720 |
| Q2 2026 | $1K |
| Q3 2026 | $828 |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $828 | 21 | — | — |
| Q2 2026 | $1K | 30 | — | — |
| Q1 2026 | $720 | 24 | — | — |
| Q3 2025 | $3K | 109 | — | — |