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JAMES INVESTMENT RESEARCH, INC.: FUMB position timeline

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

JAMES INVESTMENT RESEARCH, INC. held 45,571 FUMB 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 45,571 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $913,926.

    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 45,571 shares
    Change vs previous 13F -84,364 shares

    0.1% of the 13F portfolio, value $913,699.

    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 129,935 shares
    Change vs previous 13F -8,327 shares

    0.28% of the 13F portfolio, value $2,606,496.

    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 138,262 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $2,779,066.

    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 138,262 shares
    Change vs previous 13F -549 shares

    0.33% of the 13F portfolio, value $2,779,066.

    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 138,811 shares
    Change vs previous 13F +9,374 shares

    0.35% of the 13F portfolio, value $2,789,407.

    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 129,437 shares
    Change vs previous 13F +15,428 shares

    0.31% of the 13F portfolio, value $2,600,389.

    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 114,009 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $2,293,291.

    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).