Creative Planning
- SEC CIK
- 0001540235
- Latest filing
- Aug 13, 2026
IBTA holding history
Ibotta, Inc. in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
IBTA overviewAll 13F holders of IBTAFull Q2 2026 holdings
- Shares (Q2 2026)
- 7,298
- Value
- $249.3K
- % of portfolio
- <0.1%
- Quarters held
- 1
- Since Q2 2026