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
- period ended2026-06-3013F 110,118 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 114,759 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 123,794 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 126,015 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 128,220 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 130,481 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 134,194 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 136,548 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).