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Disclosery

Phocas Financial Corp.: APAM position timeline

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

Phocas Financial Corp. held 0 APAM 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 0 shares
    Change vs previous 13F -91,229 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 91,229 shares
    Change vs previous 13F -25,407 shares

    0.52% of the 13F portfolio, value $3,319,823.

    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 116,636 shares
    Change vs previous 13F -271 shares

    0.62% of the 13F portfolio, value $4,751,751.

    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 116,907 shares
    Change vs previous 13F +2,383 shares

    0.66% of the 13F portfolio, value $5,073,764.

    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 114,524 shares
    Change vs previous 13F +16 shares

    0.73% of the 13F portfolio, value $5,076,849.

    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 114,508 shares
    Change vs previous 13F -6,616 shares

    0.69% of the 13F portfolio, value $4,477,263.

    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 121,124 shares
    Change vs previous 13F -1,071 shares

    0.7% of the 13F portfolio, value $5,214,000.

    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 122,195 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $5,293,000.

    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).