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JAMES INVESTMENT RESEARCH, INC.: IBDY position timeline

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

JAMES INVESTMENT RESEARCH, INC. held 130,105 IBDY 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 130,105 shares
    Change vs previous 13F -7,446 shares

    0.34% of the 13F portfolio, value $3,349,554.

    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 137,551 shares
    Change vs previous 13F -3,799 shares

    0.4% of the 13F portfolio, value $3,555,693.

    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 141,350 shares
    Change vs previous 13F -8,931 shares

    0.4% of the 13F portfolio, value $3,694,889.

    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 150,281 shares
    Change vs previous 13F -4,970 shares

    0.43% of the 13F portfolio, value $3,941,871.

    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 155,251 shares
    Change vs previous 13F -1,616 shares

    0.48% of the 13F portfolio, value $4,021,778.

    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 156,867 shares
    Change vs previous 13F -6,579 shares

    0.51% of the 13F portfolio, value $4,009,521.

    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 163,446 shares
    Change vs previous 13F +345 shares

    0.49% of the 13F portfolio, value $4,102,495.

    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 163,101 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $4,305,866.

    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).