O'SHAUGHNESSY ASSET MANAGEMENT, LLC: EXPD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of O'SHAUGHNESSY ASSET MANAGEMENT, LLC on EXPD, newest first. How the timeline and the estimate are built.
O'SHAUGHNESSY ASSET MANAGEMENT, LLC held 30,692 EXPD shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 30,692 sharesChange vs previous 13F +6,599 shares
0.02% of the 13F portfolio, value $5,002,182.
13F-HR 0001423442-26-000003 filed by O'SHAUGHNESSY ASSET MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 24,093 sharesChange vs previous 13F +6,924 shares
0.02% of the 13F portfolio, value $3,450,840.
13F-HR 0001423442-26-000002 filed by O'SHAUGHNESSY ASSET MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 17,169 sharesChange vs previous 13F +4,941 shares
0.01% of the 13F portfolio, value $2,558,353.
13F-HR 0001423442-26-000001 filed by O'SHAUGHNESSY ASSET MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 12,228 sharesChange vs previous 13F -71,866 shares
0.01% of the 13F portfolio, value $1,499,031.
13F-HR 0001423442-25-000009 filed by O'SHAUGHNESSY ASSET MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 84,094 sharesChange vs previous 13F -107,109 shares
0.07% of the 13F portfolio, value $9,607,739.
13F-HR 0001423442-25-000008 filed by O'SHAUGHNESSY ASSET MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 191,203 sharesChange vs previous 13F -90,235 shares
0.18% of the 13F portfolio, value $22,992,161.
13F-HR 0001423442-25-000003 filed by O'SHAUGHNESSY ASSET MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 281,438 sharesChange vs previous 13F -94,818 shares
0.26% of the 13F portfolio, value $31,174,887.
13F-HR 0001423442-25-000001 filed by O'SHAUGHNESSY ASSET MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 376,256 sharesChange vs previous 13F not available
0.41% of the 13F portfolio, value $45,937,095.
13F-HR 0001423442-24-000011 filed by O'SHAUGHNESSY ASSET MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).