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Phocas Financial Corp.: SNEX position timeline

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

Phocas Financial Corp. held 103,699 SNEX 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 103,699 shares
    Change vs previous 13F -32,250 shares

    1.71% of the 13F portfolio, value $12,288,332.

    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 135,949 shares
    Change vs previous 13F -253 shares

    1.72% of the 13F portfolio, value $10,964,247.

    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 136,202 shares
    Change vs previous 13F -335 shares

    1.69% of the 13F portfolio, value $12,956,896.

    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 136,537 shares
    Change vs previous 13F +2,924 shares

    1.79% of the 13F portfolio, value $13,779,314.

    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 133,613 shares
    Change vs previous 13F +17 shares

    1.75% of the 13F portfolio, value $12,177,489.

    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 133,596 shares
    Change vs previous 13F +89,754 shares

    1.56% of the 13F portfolio, value $10,204,024.

    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 43,842 shares
    Change vs previous 13F -361 shares

    0.57% of the 13F portfolio, value $4,295,000.

    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 44,203 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $3,619,000.

    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).