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Disclosery

Phocas Financial Corp.: AM position timeline

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

Phocas Financial Corp. held 272,106 AM 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 272,106 shares
    Change vs previous 13F -14,085 shares

    0.86% of the 13F portfolio, value $6,190,412.

    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 286,191 shares
    Change vs previous 13F -79,552 shares

    1.02% of the 13F portfolio, value $6,525,155.

    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 365,743 shares
    Change vs previous 13F -915 shares

    0.85% of the 13F portfolio, value $6,506,568.

    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 366,658 shares
    Change vs previous 13F +7,980 shares

    0.92% of the 13F portfolio, value $7,127,832.

    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 358,678 shares
    Change vs previous 13F +96,743 shares

    0.98% of the 13F portfolio, value $6,796,948.

    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).

  6. period ended2025-03-31
    13F 261,935 shares
    Change vs previous 13F -14,994 shares

    0.72% of the 13F portfolio, value $4,714,830.

    13F-HR 0001754960-25-000285 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).

  7. period ended2024-12-31
    13F/A 276,929 shares
    Change vs previous 13F -2,343 shares

    0.56% of the 13F portfolio, value $4,179,000.

    13F-HR/A 0001754960-25-000158 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).

  8. period ended2024-09-30
    13F 279,272 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $4,203,000.

    13F-HR 0001754960-24-000548 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).