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Disclosery

Phocas Financial Corp.: BDC position timeline

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

Phocas Financial Corp. held 29,285 BDC 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 29,285 shares
    Change vs previous 13F -14,614 shares

    0.49% of the 13F portfolio, value $3,511,564.

    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 43,899 shares
    Change vs previous 13F -1,286 shares

    0.79% of the 13F portfolio, value $5,040,922.

    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 45,185 shares
    Change vs previous 13F -109 shares

    0.68% of the 13F portfolio, value $5,266,312.

    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 45,294 shares
    Change vs previous 13F +1,040 shares

    0.71% of the 13F portfolio, value $5,447,509.

    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 44,254 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $5,124,613.

    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).