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Disclosery

Phocas Financial Corp.: WELL position timeline

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

Phocas Financial Corp. held 943 WELL 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 943 shares
    Change vs previous 13F -96 shares

    0.03% of the 13F portfolio, value $214,033.

    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 1,039 shares
    Change vs previous 13F +1,039 shares

    0.03% of the 13F portfolio, value $205,421.

    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 ended2025-09-30
    13F 0 shares
    Change vs previous 13F -1,334 shares

    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).

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

  4. period ended2025-06-30
    13F 1,334 shares
    Change vs previous 13F -20 shares

    0.03% of the 13F portfolio, value $205,076.

    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).

  5. period ended2025-03-31
    13F 1,354 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $207,446.

    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).