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JAMES INVESTMENT RESEARCH, INC.: HALO position timeline

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

JAMES INVESTMENT RESEARCH, INC. held 26,578 HALO 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 26,578 shares
    Change vs previous 13F +251 shares

    0.21% of the 13F portfolio, value $2,080,260.

    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 26,327 shares
    Change vs previous 13F -235 shares

    0.19% of the 13F portfolio, value $1,701,514.

    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 26,562 shares
    Change vs previous 13F -10,954 shares

    0.2% of the 13F portfolio, value $1,787,623.

    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 37,516 shares
    Change vs previous 13F +1,625 shares

    0.3% of the 13F portfolio, value $2,751,423.

    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 35,891 shares
    Change vs previous 13F -637 shares

    0.22% of the 13F portfolio, value $1,867,050.

    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 36,528 shares
    Change vs previous 13F +7,949 shares

    0.3% of the 13F portfolio, value $2,330,852.

    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 28,579 shares
    Change vs previous 13F -496 shares

    0.16% of the 13F portfolio, value $1,366,362.

    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 29,075 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,664,253.

    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).