O'SHAUGHNESSY ASSET MANAGEMENT, LLC: POOL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of O'SHAUGHNESSY ASSET MANAGEMENT, LLC on POOL, newest first. How the timeline and the estimate are built.
O'SHAUGHNESSY ASSET MANAGEMENT, LLC held 1,851 POOL shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 1,851 sharesChange vs previous 13F -99 shares
<0.01% of the 13F portfolio, value $397,780.
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 1,950 sharesChange vs previous 13F -350 shares
<0.01% of the 13F portfolio, value $394,544.
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 2,300 sharesChange vs previous 13F -1,070 shares
<0.01% of the 13F portfolio, value $526,125.
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 3,370 sharesChange vs previous 13F -131 shares
0.01% of the 13F portfolio, value $1,044,936.
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 3,501 sharesChange vs previous 13F -1,531 shares
0.01% of the 13F portfolio, value $1,020,471.
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 5,032 sharesChange vs previous 13F -562 shares
0.01% of the 13F portfolio, value $1,601,937.
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 5,594 sharesChange vs previous 13F +266 shares
0.02% of the 13F portfolio, value $1,907,218.
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 5,328 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $1,962,356.
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).