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Disclosery

Phocas Financial Corp.: CUZ position timeline

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

Phocas Financial Corp. held 86,145 CUZ 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 86,145 shares
    Change vs previous 13F -4,576 shares

    0.36% of the 13F portfolio, value $2,582,627.

    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 90,721 shares
    Change vs previous 13F -25,434 shares

    0.32% of the 13F portfolio, value $2,047,573.

    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 116,155 shares
    Change vs previous 13F -272 shares

    0.39% of the 13F portfolio, value $2,994,476.

    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 116,427 shares
    Change vs previous 13F +2,514 shares

    0.44% of the 13F portfolio, value $3,369,397.

    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 113,913 shares
    Change vs previous 13F +17 shares

    0.49% of the 13F portfolio, value $3,420,807.

    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 113,896 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $3,359,932.

    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).