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Washington Trust Advisors, Inc.: BRK-B position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Washington Trust Advisors, Inc. on BRK-B, newest first. How the timeline and the estimate are built.

Washington Trust Advisors, Inc. held 66,264 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 66,264 shares
    Change vs previous 13F -4,751 shares

    2.46% of the 13F portfolio, value $33,157,843.

    13F-HR 0001900099-26-000003 filed by Washington Trust Advisors, Inc.
    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 71,015 shares
    Change vs previous 13F -3,688 shares

    2.75% of the 13F portfolio, value $34,030,388.

    13F-HR 0001900099-26-000002 filed by Washington Trust Advisors, Inc.
    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 74,703 shares
    Change vs previous 13F -1,697 shares

    2.87% of the 13F portfolio, value $37,549,463.

    13F-HR 0001900099-26-000001 filed by Washington Trust Advisors, Inc.
    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 76,400 shares
    Change vs previous 13F -1,459 shares

    2.92% of the 13F portfolio, value $38,409,336.

    13F-HR 0001900099-25-000007 filed by Washington Trust Advisors, Inc.
    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 77,859 shares
    Change vs previous 13F -273 shares

    3.07% of the 13F portfolio, value $37,821,566.

    13F-HR 0001900099-25-000003 filed by Washington Trust Advisors, Inc.
    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 78,132 shares
    Change vs previous 13F -4,779 shares

    3.69% of the 13F portfolio, value $41,611,540.

    13F-HR 0001900099-25-000002 filed by Washington Trust Advisors, Inc.
    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 82,911 shares
    Change vs previous 13F +81,716 shares

    3.14% of the 13F portfolio, value $37,581,898.

    13F-HR 0001900099-25-000001 filed by Washington Trust Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 1,195 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $550,012.

    13F-HR 0001900099-24-000009 filed by Washington Trust Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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