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Disclosery

Phase 2 Partners, LLC: WT position timeline

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

Phase 2 Partners, LLC held 591,129 WT 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 591,129 shares
    Change vs previous 13F -41,384 shares

    4.66% of the 13F portfolio, value $6,206,854.

    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 632,513 shares
    Change vs previous 13F -32,882 shares

    3.73% of the 13F portfolio, value $6,318,805.

    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 ended2024-06-30
    13F 665,395 shares
    Change vs previous 13F -553,881 shares

    3.97% of the 13F portfolio, value $6,594,064.

    13F-HR 0001214659-24-014686 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 ended2024-03-31
    13F 1,219,276 shares
    Change vs previous 13F +133,528 shares

    5.86% of the 13F portfolio, value $11,205,146.

    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).

  5. period ended2023-12-31
    13F 1,085,748 shares
    Change vs previous 13F +180,572 shares

    3.97% of the 13F portfolio, value $7,524,234.

    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).

  6. period ended2023-09-30
    13F 905,176 shares
    Change vs previous 13F -406,273 shares

    2.8% of the 13F portfolio, value $6,336,232.

    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).

  7. period ended2023-06-30
    13F 1,311,449 shares
    Change vs previous 13F +863,765 shares

    4.08% of the 13F portfolio, value $8,996,540.

    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).

  8. period ended2023-03-31
    13F 447,684 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $2,623,428.

    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).