Yorktown Management & Research Co Inc
All 13F Filings
- Location
- Forest, VA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 149,682
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/28/2026 | 252 | 149,682 | 13F-HR | Yorktown Management & Research Co Inc |
| Q2 2026 | 7/23/2026 | 249 | 163,257 | 13F-HR | Yorktown Management & Research Co Inc |
| Q1 2026 | 4/20/2026 | 214 | 119,547 | 13F-HR | Yorktown Management & Research Co Inc |
| Q4 2025 | 1/23/2026 | 219 | 125,092 | 13F-HR | Yorktown Management & Research Co Inc |
| Q3 2025 | 10/29/2025 | 206 | 125,430 | 13F-HR | Yorktown Management & Research Co Inc |
| Q2 2025 | 8/4/2025 | 208 | 104,776 | 13F-HR | Yorktown Management & Research Co Inc |
| Q2 2014 | 7/23/2014 | 475 | 538,102 | 13F-HR | Yorktown Management & Research Co Inc |
| Q1 2014 | 5/6/2014 | 454 | 525,194 | 13F-HR | Yorktown Management & Research Co Inc |
| Q4 2013 | 1/22/2014 | 414 | 496,960 | 13F-HR | Yorktown Management & Research Co Inc |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 142.1 K | 94.9% | 0 | 11.15 K | -11.15 K |
| ETFs | 7.583 K | 5.1% | 0 | 2.437 K | -2.437 K |
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Fund Snapshot
Q3 2026
Latest filed
10/28/2026
Total value ($000)
149,682
Holdings
252
QoQ value change ($000)
-13,575
(-8.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.