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Disclosery

Phocas Financial Corp.: CSR position timeline

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

Phocas Financial Corp. held 92,494 CSR 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 92,494 shares
    Change vs previous 13F -4,960 shares

    0.72% of the 13F portfolio, value $5,197,238.

    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 97,454 shares
    Change vs previous 13F -26,545 shares

    0.88% of the 13F portfolio, value $5,598,732.

    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 123,999 shares
    Change vs previous 13F -510 shares

    1.08% of the 13F portfolio, value $8,273,213.

    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 124,509 shares
    Change vs previous 13F +2,481 shares

    0.95% of the 13F portfolio, value $7,333,580.

    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 122,028 shares
    Change vs previous 13F +66,565 shares

    1.06% of the 13F portfolio, value $7,344,865.

    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 55,463 shares
    Change vs previous 13F -3,020 shares

    0.55% of the 13F portfolio, value $3,591,229.

    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 58,483 shares
    Change vs previous 13F +4,542 shares

    0.52% of the 13F portfolio, value $3,869,000.

    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 53,941 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $3,801,000.

    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).