JAMES INVESTMENT RESEARCH, INC.: IBM position timeline

JAMES INVESTMENT RESEARCH, INC. held 9,339 IBM 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 9,339 shares

   Change vs previous 13F +1,997 shares

   0.27% of the 13F portfolio, value $2,626,220.

   13F-HR 0000810384-26-000004 filed by JAMES INVESTMENT RESEARCH, INC.
   Filed 2026-07-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 7,342 shares

   Change vs previous 13F +3,960 shares

   0.2% of the 13F portfolio, value $1,779,627.

   13F-HR 0000810384-26-000003 filed by JAMES INVESTMENT RESEARCH, INC.
   Filed 2026-04-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 3,382 shares

   Change vs previous 13F +226 shares

   0.11% of the 13F portfolio, value $1,001,782.

   13F-HR 0000810384-26-000001 filed by JAMES INVESTMENT RESEARCH, INC.
   Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 3,156 shares

   Change vs previous 13F +2,412 shares

   0.1% of the 13F portfolio, value $890,497.

   13F-HR 0000810384-25-000009 filed by JAMES INVESTMENT RESEARCH, INC.
   Filed 2025-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 744 shares

   Change vs previous 13F not available

   0.03% of the 13F portfolio, value $219,316.

   13F-HR 0000810384-25-000005 filed by JAMES INVESTMENT RESEARCH, INC.
   Filed 2025-08-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).