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Washington Trust Advisors, Inc.: UPS position timeline

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

Washington Trust Advisors, Inc. held 20,298 UPS 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 20,298 shares
    Change vs previous 13F -959 shares

    0.16% of the 13F portfolio, value $2,182,006.

    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 21,257 shares
    Change vs previous 13F -124 shares

    0.17% of the 13F portfolio, value $2,091,237.

    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 21,381 shares
    Change vs previous 13F -534 shares

    0.16% of the 13F portfolio, value $2,120,755.

    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 21,915 shares
    Change vs previous 13F +19 shares

    0.14% of the 13F portfolio, value $1,830,557.

    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 21,896 shares
    Change vs previous 13F -398 shares

    0.18% of the 13F portfolio, value $2,210,187.

    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 22,294 shares
    Change vs previous 13F -76,141 shares

    0.22% of the 13F portfolio, value $2,452,113.

    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 98,435 shares
    Change vs previous 13F -4,888 shares

    1.04% of the 13F portfolio, value $12,412,661.

    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 103,323 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $14,087,121.

    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).