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O'SHAUGHNESSY ASSET MANAGEMENT, LLC: AIQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of O'SHAUGHNESSY ASSET MANAGEMENT, LLC on AIQ, newest first. How the timeline and the estimate are built.

O'SHAUGHNESSY ASSET MANAGEMENT, LLC held 5,029 AIQ shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,029 shares
    Change vs previous 13F -103 shares

    <0.01% of the 13F portfolio, value $329,953.

    13F-HR 0001423442-26-000003 filed by O'SHAUGHNESSY ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 5,132 shares
    Change vs previous 13F -123 shares

    <0.01% of the 13F portfolio, value $239,510.

    13F-HR 0001423442-26-000002 filed by O'SHAUGHNESSY ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 5,255 shares
    Change vs previous 13F +2,303 shares

    <0.01% of the 13F portfolio, value $267,269.

    13F-HR 0001423442-26-000001 filed by O'SHAUGHNESSY ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 2,952 shares
    Change vs previous 13F +32 shares

    <0.01% of the 13F portfolio, value $145,799.

    13F-HR 0001423442-25-000009 filed by O'SHAUGHNESSY ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 2,920 shares
    Change vs previous 13F +2,619 shares

    <0.01% of the 13F portfolio, value $127,575.

    13F-HR 0001423442-25-000008 filed by O'SHAUGHNESSY ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 301 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $10,950.

    13F-HR 0001423442-25-000003 filed by O'SHAUGHNESSY ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).