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Washington Trust Advisors, Inc.: DOCU position timeline

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

Washington Trust Advisors, Inc. held 820 DOCU 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 820 shares
    Change vs previous 13F -4,588 shares

    <0.01% of the 13F portfolio, value $36,424.

    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 5,408 shares
    Change vs previous 13F -20,388 shares

    0.02% of the 13F portfolio, value $256,393.

    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 25,796 shares
    Change vs previous 13F +196 shares

    0.13% of the 13F portfolio, value $1,764,446.

    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 25,600 shares
    Change vs previous 13F +790 shares

    0.14% of the 13F portfolio, value $1,845,504.

    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 24,810 shares
    Change vs previous 13F +7,797 shares

    0.16% of the 13F portfolio, value $1,932,451.

    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 17,013 shares
    Change vs previous 13F -396 shares

    0.12% of the 13F portfolio, value $1,384,858.

    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 17,409 shares
    Change vs previous 13F -870 shares

    0.13% of the 13F portfolio, value $1,565,765.

    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 18,279 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,134,944.

    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).