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O'SHAUGHNESSY ASSET MANAGEMENT, LLC: IR position timeline

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

O'SHAUGHNESSY ASSET MANAGEMENT, LLC held 30,875 IR 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 30,875 shares
    Change vs previous 13F -24,673 shares

    0.01% of the 13F portfolio, value $2,531,441.

    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 55,548 shares
    Change vs previous 13F +16,201 shares

    0.02% of the 13F portfolio, value $4,450,506.

    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 39,347 shares
    Change vs previous 13F +3,610 shares

    0.02% of the 13F portfolio, value $3,117,069.

    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 35,737 shares
    Change vs previous 13F +1,889 shares

    0.02% of the 13F portfolio, value $2,952,591.

    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 33,848 shares
    Change vs previous 13F +9,264 shares

    0.02% of the 13F portfolio, value $2,815,477.

    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 24,584 shares
    Change vs previous 13F +2,951 shares

    0.02% of the 13F portfolio, value $1,967,458.

    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).

  7. period ended2024-12-31
    13F 21,633 shares
    Change vs previous 13F +2,371 shares

    0.02% of the 13F portfolio, value $1,956,921.

    13F-HR 0001423442-25-000001 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).

  8. period ended2024-09-30
    13F 19,262 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,973,199.

    13F-HR 0001423442-24-000011 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).