Clearstead Advisors, LLC

SEC CIK: 0000842775
Latest filing: Aug 6, 2026

SEC filings (opens in a new tab)

IBTA holding history

Ibotta, Inc. in every 13F filed by Clearstead Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

IBTA overview All 13F holders of IBTA Full Q2 2026 holdings

Shares (Q2 2026): 3
Value: $103
% of portfolio: <0.1%
Quarters held: 3; Since Q2 2025

Holdings of IBTA by Clearstead Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	3	$103	<0.1%	+3	New	Holders
Q4 2025	0	$0	0.0%	−57−100.0%	Sold out	Holders
Q3 2025	57	$1.59K	<0.1%	+13+29.5%	Added	Holders
Q2 2025	44	$1.61K	<0.1%	+44	New	Holders