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Disclosery

Phocas Financial Corp.: WTFC position timeline

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

Phocas Financial Corp. held 74,921 WTFC 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 74,921 shares
    Change vs previous 13F -4,137 shares

    1.67% of the 13F portfolio, value $12,041,303.

    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 79,058 shares
    Change vs previous 13F -44,256 shares

    1.72% of the 13F portfolio, value $10,984,319.

    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 123,314 shares
    Change vs previous 13F -292 shares

    2.24% of the 13F portfolio, value $17,241,763.

    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 123,606 shares
    Change vs previous 13F +2,521 shares

    2.12% of the 13F portfolio, value $16,370,379.

    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 121,085 shares
    Change vs previous 13F +18 shares

    2.16% of the 13F portfolio, value $15,012,118.

    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 121,067 shares
    Change vs previous 13F -7,007 shares

    2.09% of the 13F portfolio, value $13,615,195.

    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 128,074 shares
    Change vs previous 13F -1,167 shares

    2.13% of the 13F portfolio, value $15,972,000.

    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 129,241 shares
    Change vs previous 13F not available

    1.63% of the 13F portfolio, value $14,027,000.

    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).