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JAMES INVESTMENT RESEARCH, INC.: IEI position timeline

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

JAMES INVESTMENT RESEARCH, INC. held 63,232 IEI 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 63,232 shares
    Change vs previous 13F +2,072 shares

    0.75% of the 13F portfolio, value $7,426,645.

    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 61,160 shares
    Change vs previous 13F -415 shares

    0.81% of the 13F portfolio, value $7,253,608.

    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 61,575 shares
    Change vs previous 13F +2,117 shares

    0.8% of the 13F portfolio, value $7,349,000.

    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 59,458 shares
    Change vs previous 13F +285 shares

    0.78% of the 13F portfolio, value $7,105,830.

    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 59,173 shares
    Change vs previous 13F -2,541 shares

    0.84% of the 13F portfolio, value $7,046,913.

    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 61,714 shares
    Change vs previous 13F +400 shares

    0.93% of the 13F portfolio, value $7,290,584.

    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 61,314 shares
    Change vs previous 13F +1,536 shares

    0.84% of the 13F portfolio, value $7,084,833.

    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 59,778 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $7,149,749.

    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).