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Disclosery

Washington Trust Advisors, Inc.: KKR position timeline

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

Washington Trust Advisors, Inc. held 30 KKR 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 30 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $2,753.

    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 30 shares
    Change vs previous 13F -178 shares

    <0.01% of the 13F portfolio, value $2,775.

    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 208 shares
    Change vs previous 13F +208 shares

    <0.01% of the 13F portfolio, value $26,516.

    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 ended2025-06-30
    13F 0 shares
    Change vs previous 13F -573 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-03-31
    13F 573 shares
    Change vs previous 13F +27 shares

    0.01% of the 13F portfolio, value $66,245.

    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).

  6. period ended2024-12-31
    13F 546 shares
    Change vs previous 13F -222 shares

    0.01% of the 13F portfolio, value $80,759.

    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).

  7. period ended2024-09-30
    13F 768 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $100,286.

    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).