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Equibles

Allworth Financial LP

Position in USIO — Usio, Inc.

CIK 1555170 FOLSOM, CA
Back to USIO Full portfolio

Position in USIO

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$102,260
+$55,254 QoQ
Shares Held
41,234
0.0% QoQ
Ownership
0.145%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#18
of 33 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in USIO Over Time

Shares Held

Position Value (USD)

Position in Software - Infrastructure

Technology · as of Jun 30, 2026

Allworth Financial LP holds $248,484,071 across 99 Software - Infrastructure names. USIO ranks #37 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MSFT
Microsoft Corp
 407,549 $152,023,927
2 ORCL
Oracle Corp
 330,446 $48,426,861
3 PLTR
Palantir Technologies Inc.
 99,490 $11,607,498
4 CRWD
CrowdStrike Holdings, Inc.
 49,124 $9,372,122
5 PANW
Palo Alto Networks Inc
 23,837 $8,128,893
6 SNPS
Synopsys Inc
 9,608 $4,285,840
7 NET
Cloudflare, Inc.
 5,433 $1,332,606
8 CRWV
CoreWeave, Inc.
 11,740 $1,168,599

All Filings in USIO

Export CSV
18 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $102,260 41,234
2026-03-31 $47,006 41,234
2025-12-31 $56,078 41,234
2025-09-30 $58,552 41,234
2025-06-30 $63,088 41,234
2025-03-31 $60,201 41,234
2024-12-31 $60,201 41,234
2024-09-30 $56,078 41,234
2024-06-30 $63,088 41,234
2024-03-31 $70,097 41,234
2023-12-31 $70,922 41,234
2023-09-30 $72,159 41,234
2023-06-30 $76,695 41,234
2023-03-31 $71,747 41,234
2022-12-31 $68,036 41,234
2022-09-30 $53,604 41,234
2022-06-30 $100,198 41,234
2022-03-31 $147,925 41,320