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Disclosery

Phocas Financial Corp.: CHCT position timeline

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

Phocas Financial Corp. held 296,939 CHCT 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 296,939 shares
    Change vs previous 13F -15,558 shares

    0.75% of the 13F portfolio, value $5,428,045.

    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 312,497 shares
    Change vs previous 13F -86,396 shares

    0.78% of the 13F portfolio, value $4,965,577.

    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 398,893 shares
    Change vs previous 13F -1,134 shares

    0.85% of the 13F portfolio, value $6,549,823.

    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 400,027 shares
    Change vs previous 13F +8,048 shares

    0.79% of the 13F portfolio, value $6,120,413.

    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 391,979 shares
    Change vs previous 13F -28 shares

    0.94% of the 13F portfolio, value $6,518,611.

    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 392,007 shares
    Change vs previous 13F -17,625 shares

    1.09% of the 13F portfolio, value $7,118,847.

    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 409,632 shares
    Change vs previous 13F +206,374 shares

    1.05% of the 13F portfolio, value $7,869,000.

    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 203,258 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $3,689,000.

    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).