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JAMES INVESTMENT RESEARCH, INC.: SHLD position timeline

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

JAMES INVESTMENT RESEARCH, INC. held 79,666 SHLD 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 79,666 shares
    Change vs previous 13F +3,241 shares

    0.48% of the 13F portfolio, value $4,756,859.

    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 76,425 shares
    Change vs previous 13F +4,351 shares

    0.61% of the 13F portfolio, value $5,413,949.

    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 72,074 shares
    Change vs previous 13F -3,224 shares

    0.51% of the 13F portfolio, value $4,669,674.

    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 75,298 shares
    Change vs previous 13F +1,278 shares

    0.58% of the 13F portfolio, value $5,288,932.

    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 74,020 shares
    Change vs previous 13F +26,473 shares

    0.53% of the 13F portfolio, value $4,459,705.

    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 47,547 shares
    Change vs previous 13F +34,916 shares

    0.28% of the 13F portfolio, value $2,213,313.

    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 12,631 shares
    Change vs previous 13F +2,914 shares

    0.06% of the 13F portfolio, value $472,526.

    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 9,717 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $361,764.

    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).