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Disclosery

Washington Trust Advisors, Inc.: IVW position timeline

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

Washington Trust Advisors, Inc. held 1,855 IVW 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 1,855 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $255,118.

    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 1,855 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $209,819.

    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 1,855 shares
    Change vs previous 13F -12 shares

    0.02% of the 13F portfolio, value $228,647.

    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 1,867 shares
    Change vs previous 13F -140 shares

    0.02% of the 13F portfolio, value $225,384.

    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 2,007 shares
    Change vs previous 13F -5 shares

    0.02% of the 13F portfolio, value $220,971.

    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 2,012 shares
    Change vs previous 13F -45 shares

    0.02% of the 13F portfolio, value $186,774.

    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 2,057 shares
    Change vs previous 13F -85 shares

    0.02% of the 13F portfolio, value $208,847.

    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 2,142 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $205,097.

    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).