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Waverly Advisors, LLC: FAST position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Waverly Advisors, LLC on FAST, newest first. How the timeline and the estimate are built.

Waverly Advisors, LLC held 155,196 FAST shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 155,196 shares
    Change vs previous 13F -9,382 shares

    0.04% of the 13F portfolio, value $7,454,049.

    13F-HR 0001398344-26-014582 filed by Waverly Advisors, LLC
    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 164,578 shares
    Change vs previous 13F +8,931 shares

    0.06% of the 13F portfolio, value $7,636,410.

    13F-HR 0001398344-26-009223 filed by Waverly Advisors, LLC
    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 155,647 shares
    Change vs previous 13F +141,846 shares

    0.05% of the 13F portfolio, value $6,246,097.

    13F-HR 0001398344-26-003224 filed by Waverly Advisors, LLC
    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 13,801 shares
    Change vs previous 13F +155 shares

    0.01% of the 13F portfolio, value $676,788.

    13F-HR 0001398344-25-020944 filed by Waverly Advisors, LLC
    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 13,646 shares
    Change vs previous 13F +6,691 shares

    0.01% of the 13F portfolio, value $573,121.

    13F-HR 0001398344-25-015429 filed by Waverly Advisors, LLC
    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 6,955 shares
    Change vs previous 13F +80 shares

    0.01% of the 13F portfolio, value $539,344.

    13F-HR 0001398344-25-009517 filed by Waverly Advisors, LLC
    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 6,875 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $494,386.

    13F-HR 0001398344-25-002762 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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