O'SHAUGHNESSY ASSET MANAGEMENT, LLC: FSM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of O'SHAUGHNESSY ASSET MANAGEMENT, LLC on FSM, newest first. How the timeline and the estimate are built.
O'SHAUGHNESSY ASSET MANAGEMENT, LLC held 518,809 FSM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 518,809 sharesChange vs previous 13F +41,333 shares
0.02% of the 13F portfolio, value $4,383,936.
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 477,476 sharesChange vs previous 13F -419,887 shares
0.02% of the 13F portfolio, value $4,741,337.
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 897,363 sharesChange vs previous 13F -30,867 shares
0.05% of the 13F portfolio, value $8,797,881.
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 928,230 sharesChange vs previous 13F -104,750 shares
0.05% of the 13F portfolio, value $8,310,729.
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 1,032,980 sharesChange vs previous 13F +1,032,980 shares
0.05% of the 13F portfolio, value $6,762,969.
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 ended2024-12-3113F 0 sharesChange vs previous 13F -205,490 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2024-09-3013F 205,490 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $997,851.
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).