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Disclosery

Phase 2 Partners, LLC: SEIC position timeline

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

Phase 2 Partners, LLC held 38,418 SEIC shares at 2024-12-31 per its 13F-HR filed 2025-02-14.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 38,418 shares
    Change vs previous 13F +38,418 shares

    2.38% of the 13F portfolio, value $3,168,717.

    13F-HR 0001214659-25-002843 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).

  2. period ended2023-12-31
    13F 0 shares
    Change vs previous 13F -163,528 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.

  3. period ended2023-09-30
    13F 163,528 shares
    Change vs previous 13F not available

    4.35% of the 13F portfolio, value $9,849,291.

    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).