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Disclosery

Phocas Financial Corp.: CASH position timeline

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

Phocas Financial Corp. held 123,662 CASH 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 123,662 shares
    Change vs previous 13F -6,463 shares

    1.49% of the 13F portfolio, value $10,766,014.

    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 130,125 shares
    Change vs previous 13F -36,228 shares

    1.82% of the 13F portfolio, value $11,611,054.

    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 166,353 shares
    Change vs previous 13F -407 shares

    1.54% of the 13F portfolio, value $11,811,063.

    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 166,760 shares
    Change vs previous 13F +3,395 shares

    1.6% of the 13F portfolio, value $12,341,908.

    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 163,365 shares
    Change vs previous 13F +24 shares

    1.86% of the 13F portfolio, value $12,925,439.

    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 163,341 shares
    Change vs previous 13F -9,436 shares

    1.83% of the 13F portfolio, value $11,915,726.

    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 172,777 shares
    Change vs previous 13F -1,530 shares

    1.7% of the 13F portfolio, value $12,713,000.

    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 174,307 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $11,506,000.

    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).