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JAMES INVESTMENT RESEARCH, INC.: XLY position timeline

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

JAMES INVESTMENT RESEARCH, INC. held 10,606 XLY 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 10,606 shares
    Change vs previous 13F +24 shares

    0.13% of the 13F portfolio, value $1,243,872.

    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 10,582 shares
    Change vs previous 13F -1,066 shares

    0.13% of the 13F portfolio, value $1,153,226.

    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 11,648 shares
    Change vs previous 13F +5,569 shares

    0.15% of the 13F portfolio, value $1,390,888.

    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 6,079 shares
    Change vs previous 13F -101 shares

    0.16% of the 13F portfolio, value $1,456,772.

    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 6,180 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $1,343,099.

    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 6,180 shares
    Change vs previous 13F -11,910 shares

    0.15% of the 13F portfolio, value $1,220,303.

    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 18,090 shares
    Change vs previous 13F -327 shares

    0.48% of the 13F portfolio, value $4,058,492.

    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 18,417 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $3,690,214.

    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).