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Disclosery

JAMES INVESTMENT RESEARCH, INC.: SRE position timeline

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

JAMES INVESTMENT RESEARCH, INC. held 0 SRE shares at 2025-06-30 per its 13F-HR filed 2025-08-01.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -7,914 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 7,914 shares
    Change vs previous 13F -19,219 shares

    0.07% of the 13F portfolio, value $564,743.

    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).

  3. period ended2024-12-31
    13F 27,133 shares
    Change vs previous 13F +222 shares

    0.28% of the 13F portfolio, value $2,380,107.

    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).

  4. period ended2024-09-30
    13F 26,911 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $2,250,567.

    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).