Skip to content
Disclosery

Phocas Financial Corp.: SWX position timeline

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

Phocas Financial Corp. held 0 SWX shares at 2025-12-31 per its 13F-HR/A filed 2026-01-26.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F/A 0 shares
    Change vs previous 13F -83,959 shares

    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).

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

  2. period ended2025-09-30
    13F 83,959 shares
    Change vs previous 13F +1,832 shares

    0.85% of the 13F portfolio, value $6,577,348.

    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).

  3. period ended2025-06-30
    13F 82,127 shares
    Change vs previous 13F +41,987 shares

    0.88% of the 13F portfolio, value $6,109,428.

    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).

  4. period ended2025-03-31
    13F 40,140 shares
    Change vs previous 13F -2,318 shares

    0.44% of the 13F portfolio, value $2,882,052.

    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).

  5. period ended2024-12-31
    13F/A 42,458 shares
    Change vs previous 13F -367 shares

    0.4% of the 13F portfolio, value $3,002,000.

    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).

  6. period ended2024-09-30
    13F 42,825 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $3,159,000.

    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).