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Disclosery

Phase 2 Partners, LLC: WAL position timeline

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

Phase 2 Partners, LLC held 55,258 WAL 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 55,258 shares
    Change vs previous 13F +2,421 shares

    3.46% of the 13F portfolio, value $4,616,253.

    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 ended2024-09-30
    13F 52,837 shares
    Change vs previous 13F +52,837 shares

    2.7% of the 13F portfolio, value $4,569,872.

    13F-HR 0001214659-24-019141 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 ended2024-03-31
    13F 0 shares
    Change vs previous 13F -120,914 shares

    13F-HR 0001214659-24-009313 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.

  4. period ended2023-12-31
    13F 120,914 shares
    Change vs previous 13F +120,914 shares

    4.2% of the 13F portfolio, value $7,954,932.

    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).

  5. period ended2023-09-30
    13F 0 shares
    Change vs previous 13F -297,282 shares

    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).

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

  6. period ended2023-06-30
    13F 297,282 shares
    Change vs previous 13F -174,313 shares

    4.92% of the 13F portfolio, value $10,841,875.

    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).

  7. period ended2023-03-31
    13F 471,595 shares
    Change vs previous 13F not available

    7.23% of the 13F portfolio, value $16,760,486.

    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).