ForthRight Wealth Management, LLC
- SEC CIK
- 0001841633
IBTA holding history
Ibotta, Inc.
Every 13F filing in which ForthRight Wealth Management, LLC reported holding IBTA, plus the quarters it sold out. Changes compare share counts with the previous calendar quarter.
IBTA overviewAll 13F holders of IBTAFull portfolio
| Quarter | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Q2 2026 | 25,180 | $860.15K | 0.22% | −5,116−16.9% | Reduced |
| Q1 2026 | 30,296 | $907.97K | 0.26% | 00.0% | Unchanged |
| Q4 2025 | 30,296 | $688.63K | 0.20% | 00.0% | Unchanged |
| Q3 2025 | 30,296 | $843.74K | 0.25% | 00.0% | Unchanged |
| Q2 2025 | 30,296 | $1.11M | 0.35% | −4,300−12.4% | Reduced |
| Q1 2025 | 34,596 | $1.46M | 0.49% | 00.0% | Unchanged |
| Q4 2024 | 34,596 | $2.25M | 0.75% | +29,077+526.9% | Added |
| Q3 2024 | 5,519 | $340.03K | 0.11% | +5,519 | New |