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Disclosery

Phocas Financial Corp.: AUB position timeline

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

Phocas Financial Corp. held 211,179 AUB 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 211,179 shares
    Change vs previous 13F +45,734 shares

    1.24% of the 13F portfolio, value $8,934,983.

    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 165,445 shares
    Change vs previous 13F +59,548 shares

    0.93% of the 13F portfolio, value $5,913,004.

    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 105,897 shares
    Change vs previous 13F -262 shares

    0.49% of the 13F portfolio, value $3,738,164.

    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 106,159 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $3,746,351.

    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).