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JAMES INVESTMENT RESEARCH, INC.: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JAMES INVESTMENT RESEARCH, INC. on AAPL, newest first. How the timeline and the estimate are built.

JAMES INVESTMENT RESEARCH, INC. held 110,118 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 110,118 shares
    Change vs previous 13F -4,641 shares

    3.24% of the 13F portfolio, value $31,863,674.

    13F-HR 0000810384-26-000004 filed by JAMES INVESTMENT RESEARCH, INC.
    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 114,759 shares
    Change vs previous 13F -9,035 shares

    3.27% of the 13F portfolio, value $29,124,625.

    13F-HR 0000810384-26-000003 filed by JAMES INVESTMENT RESEARCH, INC.
    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 123,794 shares
    Change vs previous 13F -2,221 shares

    3.68% of the 13F portfolio, value $33,654,571.

    13F-HR 0000810384-26-000001 filed by JAMES INVESTMENT RESEARCH, INC.
    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 126,015 shares
    Change vs previous 13F -2,205 shares

    3.51% of the 13F portfolio, value $32,087,138.

    13F-HR 0000810384-25-000009 filed by JAMES INVESTMENT RESEARCH, INC.
    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 128,220 shares
    Change vs previous 13F -2,261 shares

    3.13% of the 13F portfolio, value $26,306,848.

    13F-HR 0000810384-25-000005 filed by JAMES INVESTMENT RESEARCH, INC.
    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 130,481 shares
    Change vs previous 13F -3,713 shares

    3.68% of the 13F portfolio, value $28,983,691.

    13F-HR 0000810384-25-000004 filed by JAMES INVESTMENT RESEARCH, INC.
    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 134,194 shares
    Change vs previous 13F -2,354 shares

    4% of the 13F portfolio, value $33,604,785.

    13F-HR 0000810384-25-000001 filed by JAMES INVESTMENT RESEARCH, INC.
    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 136,548 shares
    Change vs previous 13F not available

    3.67% of the 13F portfolio, value $31,815,613.

    13F-HR 0000810384-24-000007 filed by JAMES INVESTMENT RESEARCH, INC.
    Filed (acceptance time not in the bulk data set), ingested

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