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JAMES INVESTMENT RESEARCH, INC.: IBDS position timeline

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

JAMES INVESTMENT RESEARCH, INC. held 56,334 IBDS 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 56,334 shares
    Change vs previous 13F -2,101 shares

    0.14% of the 13F portfolio, value $1,364,409.

    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 58,435 shares
    Change vs previous 13F -1,993 shares

    0.16% of the 13F portfolio, value $1,416,464.

    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 60,428 shares
    Change vs previous 13F +241 shares

    0.16% of the 13F portfolio, value $1,467,192.

    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 60,187 shares
    Change vs previous 13F -2,656 shares

    0.16% of the 13F portfolio, value $1,464,952.

    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 62,843 shares
    Change vs previous 13F -1,068 shares

    0.18% of the 13F portfolio, value $1,525,200.

    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 63,911 shares
    Change vs previous 13F +17,643 shares

    0.2% of the 13F portfolio, value $1,545,368.

    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 46,268 shares
    Change vs previous 13F -110 shares

    0.13% of the 13F portfolio, value $1,108,581.

    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 46,378 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,130,232.

    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).