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Disclosery

Phocas Financial Corp.: KD position timeline

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

Phocas Financial Corp. held 0 KD shares at 2026-03-31 per its 13F-HR filed 2026-05-01.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -141,023 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F/A 141,023 shares
    Change vs previous 13F -71,489 shares

    0.49% of the 13F portfolio, value $3,745,571.

    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).

  3. period ended2025-09-30
    13F 212,512 shares
    Change vs previous 13F +4,658 shares

    0.83% of the 13F portfolio, value $6,381,735.

    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).

  4. period ended2025-06-30
    13F 207,854 shares
    Change vs previous 13F -79,364 shares

    1.25% of the 13F portfolio, value $8,721,554.

    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).

  5. period ended2025-03-31
    13F 287,218 shares
    Change vs previous 13F -85,148 shares

    1.38% of the 13F portfolio, value $9,018,645.

    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).

  6. period ended2024-12-31
    13F/A 372,366 shares
    Change vs previous 13F -3,394 shares

    1.72% of the 13F portfolio, value $12,884,000.

    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).

  7. period ended2024-09-30
    13F 375,760 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $8,635,000.

    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).