Position in USIO
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$439,168
New position
Shares Held
177,084
first reported quarter
Ownership
0.621%
of shares outstanding
% of Portfolio
3.46%
of 13F equity value
Holder Rank
#7
of 33 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Stonebridge Wealth Management, LLC holds $830,092 across 2 Software - Infrastructure names. USIO ranks #1 (52.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USIO |
Usio, Inc.
This page
|
177,084 | $439,168 | |
| 2 | MSFT |
Microsoft Corp
|
1,048 | $390,924 |
All Filings in USIO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $439,168 | 177,084 | Shares | Sole | 2026-07-17 | |
| No filing history on record for this holder in this stock. | ||||||