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Disclosery

Phocas Financial Corp.: ADT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Phocas Financial Corp. on ADT, newest first. How the timeline and the estimate are built.

Phocas Financial Corp. held 738,914 ADT shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 738,914 shares
    Change vs previous 13F -39,330 shares

    0.67% of the 13F portfolio, value $4,802,941.

    13F-HR 0001754960-26-000676 filed by Phocas Financial Corp.
    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 778,244 shares
    Change vs previous 13F -34,887 shares

    0.8% of the 13F portfolio, value $5,113,063.

    13F-HR 0001754960-26-000349 filed by Phocas Financial Corp.
    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/A 813,131 shares
    Change vs previous 13F -1,940 shares

    0.85% of the 13F portfolio, value $6,561,967.

    13F-HR/A 0001754960-26-000109 filed by Phocas Financial Corp.
    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 815,071 shares
    Change vs previous 13F +19,382 shares

    0.92% of the 13F portfolio, value $7,099,268.

    13F-HR 0001754960-25-000766 filed by Phocas Financial Corp.
    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 795,689 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $6,739,486.

    13F-HR 0001754960-25-000542 filed by Phocas Financial Corp.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).