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Disclosery

Phocas Financial Corp.: LZB position timeline

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

Phocas Financial Corp. held 80,161 LZB 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 80,161 shares
    Change vs previous 13F -4,267 shares

    0.45% of the 13F portfolio, value $3,216,059.

    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 84,428 shares
    Change vs previous 13F -23,457 shares

    0.43% of the 13F portfolio, value $2,713,516.

    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 107,885 shares
    Change vs previous 13F -246 shares

    0.52% of the 13F portfolio, value $4,020,874.

    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 108,131 shares
    Change vs previous 13F +2,199 shares

    0.48% of the 13F portfolio, value $3,711,056.

    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 105,932 shares
    Change vs previous 13F +16 shares

    0.57% of the 13F portfolio, value $3,937,492.

    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 105,916 shares
    Change vs previous 13F -6,115 shares

    0.63% of the 13F portfolio, value $4,140,256.

    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 112,031 shares
    Change vs previous 13F -924 shares

    0.65% of the 13F portfolio, value $4,881,000.

    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 112,955 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $4,849,000.

    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).