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
- period ended2026-06-3013F 155,196 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 164,578 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 155,647 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 13,801 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 13,646 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 6,955 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 6,875 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).