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JAMES INVESTMENT RESEARCH, INC.: LQD position timeline

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

JAMES INVESTMENT RESEARCH, INC. held 49,658 LQD 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 49,658 shares
    Change vs previous 13F +4,499 shares

    0.55% of the 13F portfolio, value $5,416,198.

    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 45,159 shares
    Change vs previous 13F -926 shares

    0.55% of the 13F portfolio, value $4,921,879.

    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 46,085 shares
    Change vs previous 13F +3,841 shares

    0.55% of the 13F portfolio, value $5,078,106.

    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 42,244 shares
    Change vs previous 13F +4,456 shares

    0.51% of the 13F portfolio, value $4,708,939.

    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 37,788 shares
    Change vs previous 13F -1,173 shares

    0.49% of the 13F portfolio, value $4,141,943.

    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 38,961 shares
    Change vs previous 13F +2,078 shares

    0.54% of the 13F portfolio, value $4,234,671.

    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 36,883 shares
    Change vs previous 13F +15,665 shares

    0.47% of the 13F portfolio, value $3,940,580.

    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 21,218 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $2,397,210.

    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).