Stonebridge Wealth Management, LLC: USIO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Stonebridge Wealth Management, LLC on USIO, newest first. How the timeline and the estimate are built.

Stonebridge Wealth Management, LLC held 279,067 USIO shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

period ended2026-09-30
13F 279,067 shares
Change vs previous 13F +101,983 shares
0.67% of the 13F portfolio, value $750,690.
13F-HR 0001754960-26-000833 filed by Stonebridge Wealth Management, LLC
Accepted 2026-10-09 00:43:06 UTC, ingested 2026-10-10 02:16:21 UTC
period ended2026-06-30
13F 177,084 shares
Change vs previous 13F not available
0.39% of the 13F portfolio, value $439,168.
13F-HR 0001754960-26-000551 filed by Stonebridge Wealth Management, LLC
Filed 2026-07-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).