Ownership history in Yorktown Management & Research Co Inc · 11 quarters on record
This page tracks every 13F SEC filing in which Yorktown Management & Research Co Inc reported a position in ISHARES TR.................... US PFD STK IDX (PFF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 40,000 | -25,000 | -38.5% | 0.99% | $1.2M | $30.76 |
| 2025 Q3 | ADDED | 65,000 | +15,000 | +30.0% | 1.64% | $2.1M | $30.83 |
| 2016 Q3 | REDUCED | 50,000 | -170,000 | -77.3% | 0.43% | $2.0M | $23.08 |
| 2016 Q2 | REDUCED | 220,000 | -2,600 | -1.2% | 1.99% | $8.8M | $23.00 |
As of 2025 Q4 — sorted by position size