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Disclosery

Phocas Financial Corp.: R position timeline

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

Phocas Financial Corp. held 33,371 R 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 33,371 shares
    Change vs previous 13F -1,750 shares

    1.22% of the 13F portfolio, value $8,802,269.

    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 35,121 shares
    Change vs previous 13F -9,819 shares

    1.13% of the 13F portfolio, value $7,189,620.

    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 44,940 shares
    Change vs previous 13F -110 shares

    1.12% of the 13F portfolio, value $8,601,067.

    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 45,050 shares
    Change vs previous 13F +936 shares

    1.1% of the 13F portfolio, value $8,498,232.

    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 44,114 shares
    Change vs previous 13F +7 shares

    1.01% of the 13F portfolio, value $7,014,126.

    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 44,107 shares
    Change vs previous 13F -2,438 shares

    0.97% of the 13F portfolio, value $6,343,028.

    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 46,545 shares
    Change vs previous 13F +12,158 shares

    0.98% of the 13F portfolio, value $7,301,000.

    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 34,387 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $5,014,000.

    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).