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JAMES INVESTMENT RESEARCH, INC.: IWY position timeline

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

JAMES INVESTMENT RESEARCH, INC. held 976 IWY 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 976 shares
    Change vs previous 13F -21 shares

    0.03% of the 13F portfolio, value $283,645.

    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 997 shares
    Change vs previous 13F -80 shares

    0.03% of the 13F portfolio, value $248,093.

    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 1,077 shares
    Change vs previous 13F -35 shares

    0.03% of the 13F portfolio, value $298,264.

    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 1,112 shares
    Change vs previous 13F -232 shares

    0.03% of the 13F portfolio, value $304,299.

    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 1,344 shares
    Change vs previous 13F -511 shares

    0.04% of the 13F portfolio, value $331,309.

    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 1,855 shares
    Change vs previous 13F -910 shares

    0.05% of the 13F portfolio, value $391,294.

    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 2,765 shares
    Change vs previous 13F -130 shares

    0.08% of the 13F portfolio, value $650,522.

    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 2,895 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $637,045.

    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).