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Disclosery

Phocas Financial Corp.: CMA position timeline

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

Phocas Financial Corp. held 0 CMA shares at 2025-12-31 per its 13F-HR/A filed 2026-01-26.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F/A 0 shares
    Change vs previous 13F -125,421 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 125,421 shares
    Change vs previous 13F +2,550 shares

    1.11% of the 13F portfolio, value $8,593,847.

    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).

  3. period ended2025-06-30
    13F 122,871 shares
    Change vs previous 13F +484 shares

    1.05% of the 13F portfolio, value $7,329,255.

    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).

  4. period ended2025-03-31
    13F 122,387 shares
    Change vs previous 13F -7,084 shares

    1.11% of the 13F portfolio, value $7,228,176.

    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).

  5. period ended2024-12-31
    13F/A 129,471 shares
    Change vs previous 13F -1,181 shares

    1.07% of the 13F portfolio, value $8,008,000.

    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).

  6. period ended2024-09-30
    13F 130,652 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $7,827,000.

    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).