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JAMES INVESTMENT RESEARCH, INC.: IBTM position timeline

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

JAMES INVESTMENT RESEARCH, INC. held 164,188 IBTM 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 164,188 shares
    Change vs previous 13F +8,393 shares

    0.38% of the 13F portfolio, value $3,726,253.

    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 155,795 shares
    Change vs previous 13F -5,011 shares

    0.4% of the 13F portfolio, value $3,572,438.

    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 160,806 shares
    Change vs previous 13F +4,828 shares

    0.41% of the 13F portfolio, value $3,710,590.

    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 155,978 shares
    Change vs previous 13F -1,541 shares

    0.39% of the 13F portfolio, value $3,607,774.

    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 157,519 shares
    Change vs previous 13F -16,321 shares

    0.43% of the 13F portfolio, value $3,627,663.

    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 173,840 shares
    Change vs previous 13F +615 shares

    0.51% of the 13F portfolio, value $3,979,198.

    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 173,225 shares
    Change vs previous 13F -12,827 shares

    0.46% of the 13F portfolio, value $3,845,595.

    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 186,052 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $4,368,501.

    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).