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Disclosery

Phocas Financial Corp.: HRI position timeline

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

Phocas Financial Corp. held 47,577 HRI 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 47,577 shares
    Change vs previous 13F +8,701 shares

    0.95% of the 13F portfolio, value $6,819,687.

    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 38,876 shares
    Change vs previous 13F -10,993 shares

    0.61% of the 13F portfolio, value $3,870,106.

    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 49,869 shares
    Change vs previous 13F +5,779 shares

    0.96% of the 13F portfolio, value $7,399,562.

    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 44,090 shares
    Change vs previous 13F +896 shares

    0.67% of the 13F portfolio, value $5,143,539.

    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 43,194 shares
    Change vs previous 13F +6 shares

    0.82% of the 13F portfolio, value $5,688,218.

    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 43,188 shares
    Change vs previous 13F -2,496 shares

    0.89% of the 13F portfolio, value $5,798,853.

    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 45,684 shares
    Change vs previous 13F -413 shares

    1.16% of the 13F portfolio, value $8,649,000.

    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 46,097 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $7,349,000.

    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).