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Disclosery

Phase 2 Partners, LLC: LPLA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Phase 2 Partners, LLC on LPLA, newest first. How the timeline and the estimate are built.

Phase 2 Partners, LLC held 0 LPLA shares at 2023-12-31 per its 13F-HR filed 2024-02-14.

the latest 13F is the newest step

  1. period ended2023-12-31
    13F 0 shares
    Change vs previous 13F -37,142 shares

    13F-HR 0001214659-24-002831 filed by Phase 2 Partners, LLC
    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 ended2023-09-30
    13F 37,142 shares
    Change vs previous 13F -26,351 shares

    3.9% of the 13F portfolio, value $8,826,796.

    13F-HR 0001214659-23-015165 filed by Phase 2 Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2023-06-30
    13F 63,493 shares
    Change vs previous 13F +23,152 shares

    6.26% of the 13F portfolio, value $13,805,283.

    13F-HR 0001214659-23-011284 filed by Phase 2 Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2023-03-31
    13F 40,341 shares
    Change vs previous 13F not available

    3.52% of the 13F portfolio, value $8,165,018.

    13F-HR 0001214659-23-007184 filed by Phase 2 Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).