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JAMES INVESTMENT RESEARCH, INC.: SHM position timeline

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

JAMES INVESTMENT RESEARCH, INC. held 69,944 SHM 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 69,944 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $3,354,842.

    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 69,944 shares
    Change vs previous 13F +21,104 shares

    0.38% of the 13F portfolio, value $3,345,399.

    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 48,840 shares
    Change vs previous 13F +1,532 shares

    0.26% of the 13F portfolio, value $2,343,809.

    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 47,308 shares
    Change vs previous 13F -410 shares

    0.25% of the 13F portfolio, value $2,281,169.

    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 47,718 shares
    Change vs previous 13F +1,048 shares

    0.27% of the 13F portfolio, value $2,282,330.

    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 46,670 shares
    Change vs previous 13F +370 shares

    0.28% of the 13F portfolio, value $2,221,470.

    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 46,300 shares
    Change vs previous 13F -1,592 shares

    0.26% of the 13F portfolio, value $2,194,135.

    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 47,892 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $2,305,498.

    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).