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Disclosery

Phocas Financial Corp.: CALY position timeline

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

Phocas Financial Corp. held 218,836 CALY 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 218,836 shares
    Change vs previous 13F -11,654 shares

    0.57% of the 13F portfolio, value $4,111,928.

    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 230,490 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $3,199,201.

    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).