Washington Trust Advisors, Inc.: IQV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Washington Trust Advisors, Inc. on IQV, newest first. How the timeline and the estimate are built.
Washington Trust Advisors, Inc. held 120,941 IQV shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 120,941 sharesChange vs previous 13F -7,828 shares
1.73% of the 13F portfolio, value $23,368,220.
13F-HR 0001900099-26-000003 filed by Washington Trust Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 128,769 sharesChange vs previous 13F -3,005 shares
1.78% of the 13F portfolio, value $21,960,265.
13F-HR 0001900099-26-000002 filed by Washington Trust Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 131,774 sharesChange vs previous 13F -1,880 shares
2.27% of the 13F portfolio, value $29,703,177.
13F-HR 0001900099-26-000001 filed by Washington Trust Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 133,654 sharesChange vs previous 13F -2,897 shares
1.93% of the 13F portfolio, value $25,386,241.
13F-HR 0001900099-25-000007 filed by Washington Trust Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 136,551 sharesChange vs previous 13F +107 shares
1.75% of the 13F portfolio, value $21,519,072.
13F-HR 0001900099-25-000003 filed by Washington Trust Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 136,444 sharesChange vs previous 13F +35 shares
2.14% of the 13F portfolio, value $24,055,078.
13F-HR 0001900099-25-000002 filed by Washington Trust Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 136,409 sharesChange vs previous 13F -3,999 shares
2.24% of the 13F portfolio, value $26,805,732.
13F-HR 0001900099-25-000001 filed by Washington Trust Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 140,408 sharesChange vs previous 13F not available
2.87% of the 13F portfolio, value $33,272,484.
13F-HR 0001900099-24-000009 filed by Washington Trust Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).