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Disclosery

Phocas Financial Corp.: OTTR position timeline

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

Phocas Financial Corp. held 72,681 OTTR 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 72,681 shares
    Change vs previous 13F -3,802 shares

    0.91% of the 13F portfolio, value $6,539,836.

    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 76,483 shares
    Change vs previous 13F -21,195 shares

    1.05% of the 13F portfolio, value $6,712,913.

    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 97,678 shares
    Change vs previous 13F -235 shares

    1.03% of the 13F portfolio, value $7,893,359.

    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 97,913 shares
    Change vs previous 13F +1,994 shares

    1.04% of the 13F portfolio, value $8,025,929.

    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 95,919 shares
    Change vs previous 13F +14 shares

    1.06% of the 13F portfolio, value $7,394,396.

    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 95,905 shares
    Change vs previous 13F -5,540 shares

    1.18% of the 13F portfolio, value $7,707,885.

    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 101,445 shares
    Change vs previous 13F -836 shares

    1% of the 13F portfolio, value $7,491,000.

    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 102,281 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $7,994,000.

    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).