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JAMES INVESTMENT RESEARCH, INC.: RWJ position timeline

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

JAMES INVESTMENT RESEARCH, INC. held 41,039 RWJ 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 41,039 shares
    Change vs previous 13F +55 shares

    0.25% of the 13F portfolio, value $2,441,825.

    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 40,984 shares
    Change vs previous 13F -426 shares

    0.23% of the 13F portfolio, value $2,068,876.

    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 41,410 shares
    Change vs previous 13F -2,526 shares

    0.22% of the 13F portfolio, value $2,017,497.

    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 43,936 shares
    Change vs previous 13F -1,065 shares

    0.23% of the 13F portfolio, value $2,122,110.

    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 45,001 shares
    Change vs previous 13F -5,301 shares

    0.23% of the 13F portfolio, value $1,948,093.

    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 50,302 shares
    Change vs previous 13F +907 shares

    0.26% of the 13F portfolio, value $2,047,291.

    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 49,395 shares
    Change vs previous 13F -222 shares

    0.27% of the 13F portfolio, value $2,260,315.

    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 49,617 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $2,267,993.

    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).