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JAMES INVESTMENT RESEARCH, INC.: ETN position timeline

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

JAMES INVESTMENT RESEARCH, INC. held 17,478 ETN 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 17,478 shares
    Change vs previous 13F -988 shares

    0.76% of the 13F portfolio, value $7,447,725.

    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 18,466 shares
    Change vs previous 13F +1,579 shares

    0.74% of the 13F portfolio, value $6,604,734.

    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 16,887 shares
    Change vs previous 13F -1,261 shares

    0.59% of the 13F portfolio, value $5,378,678.

    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 18,148 shares
    Change vs previous 13F +66 shares

    0.74% of the 13F portfolio, value $6,791,889.

    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 18,082 shares
    Change vs previous 13F -59 shares

    0.77% of the 13F portfolio, value $6,455,093.

    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 18,141 shares
    Change vs previous 13F -9,220 shares

    0.63% of the 13F portfolio, value $4,931,268.

    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 27,361 shares
    Change vs previous 13F +23 shares

    1.08% of the 13F portfolio, value $9,080,295.

    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 27,338 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $9,060,907.

    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).