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Disclosery

Phocas Financial Corp.: SPB position timeline

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

Phocas Financial Corp. held 0 SPB shares at 2025-06-30 per its 13F-HR filed 2025-08-06.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -81,688 shares

    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).

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

  2. period ended2025-03-31
    13F 81,688 shares
    Change vs previous 13F -4,722 shares

    0.9% of the 13F portfolio, value $5,844,776.

    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).

  3. period ended2024-12-31
    13F/A 86,410 shares
    Change vs previous 13F -782 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).

  4. period ended2024-09-30
    13F 87,192 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $8,295,000.

    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).