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JAMES INVESTMENT RESEARCH, INC.: TLT position timeline

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

JAMES INVESTMENT RESEARCH, INC. held 29,358 TLT 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 29,358 shares
    Change vs previous 13F -1,816 shares

    0.26% of the 13F portfolio, value $2,537,118.

    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 31,174 shares
    Change vs previous 13F -1,413 shares

    0.3% of the 13F portfolio, value $2,702,474.

    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 32,587 shares
    Change vs previous 13F -3,462 shares

    0.31% of the 13F portfolio, value $2,840,283.

    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 36,049 shares
    Change vs previous 13F -4,067 shares

    0.35% of the 13F portfolio, value $3,221,699.

    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 40,116 shares
    Change vs previous 13F -2,750 shares

    0.42% of the 13F portfolio, value $3,540,237.

    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 42,866 shares
    Change vs previous 13F -1,012 shares

    0.5% of the 13F portfolio, value $3,902,092.

    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 43,878 shares
    Change vs previous 13F -18,293 shares

    0.46% of the 13F portfolio, value $3,831,866.

    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 62,171 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $6,098,975.

    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).