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JAMES INVESTMENT RESEARCH, INC.: AEP position timeline

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

JAMES INVESTMENT RESEARCH, INC. held 46,422 AEP 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 46,422 shares
    Change vs previous 13F +1,243 shares

    0.65% of the 13F portfolio, value $6,350,994.

    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 45,179 shares
    Change vs previous 13F -687 shares

    0.66% of the 13F portfolio, value $5,922,063.

    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 45,866 shares
    Change vs previous 13F +36 shares

    0.58% of the 13F portfolio, value $5,288,808.

    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 45,830 shares
    Change vs previous 13F +741 shares

    0.56% of the 13F portfolio, value $5,155,875.

    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 45,089 shares
    Change vs previous 13F +13,907 shares

    0.56% of the 13F portfolio, value $4,678,435.

    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 31,182 shares
    Change vs previous 13F +19,172 shares

    0.43% of the 13F portfolio, value $3,407,257.

    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 12,010 shares
    Change vs previous 13F -27,210 shares

    0.13% of the 13F portfolio, value $1,107,682.

    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 39,220 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $4,023,972.

    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).