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Disclosery

Phocas Financial Corp.: HL position timeline

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

Phocas Financial Corp. held 271,410 HL 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 271,410 shares
    Change vs previous 13F -14,199 shares

    0.58% of the 13F portfolio, value $4,187,856.

    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 285,609 shares
    Change vs previous 13F -338,233 shares

    0.84% of the 13F portfolio, value $5,320,896.

    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 623,842 shares
    Change vs previous 13F -1,441 shares

    1.56% of the 13F portfolio, value $11,971,528.

    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 625,283 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $7,565,924.

    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).