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Disclosery

Phocas Financial Corp.: IRT position timeline

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

Phocas Financial Corp. held 268,847 IRT 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 268,847 shares
    Change vs previous 13F -14,163 shares

    0.62% of the 13F portfolio, value $4,487,056.

    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 283,010 shares
    Change vs previous 13F -77,349 shares

    0.66% of the 13F portfolio, value $4,214,019.

    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 360,359 shares
    Change vs previous 13F -1,079 shares

    0.82% of the 13F portfolio, value $6,299,075.

    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 361,438 shares
    Change vs previous 13F +5,061 shares

    0.77% of the 13F portfolio, value $5,923,969.

    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 356,377 shares
    Change vs previous 13F -51 shares

    0.91% of the 13F portfolio, value $6,304,309.

    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 356,428 shares
    Change vs previous 13F -20,226 shares

    1.16% of the 13F portfolio, value $7,566,966.

    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 376,654 shares
    Change vs previous 13F -3,222 shares

    1% of the 13F portfolio, value $7,473,000.

    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 379,876 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $7,787,000.

    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).