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FIRST NATIONAL CORP /MA/ /ADV: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FIRST NATIONAL CORP /MA/ /ADV on IVV, newest first. How the timeline and the estimate are built.

FIRST NATIONAL CORP /MA/ /ADV held 5,704 IVV shares at 2025-09-30 per its 13F-HR filed 2025-10-28.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 5,704 shares
    Change vs previous 13F 0 shares

    0.73% of the 13F portfolio, value $3,832,397.

    13F-HR 0001951757-25-001210 filed by FIRST NATIONAL CORP /MA/ /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-06-30
    13F 5,704 shares
    Change vs previous 13F -67 shares

    0.71% of the 13F portfolio, value $3,541,753.

    13F-HR 0001951757-25-000583 filed by FIRST NATIONAL CORP /MA/ /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-03-31
    13F 5,771 shares
    Change vs previous 13F +89 shares

    0.72% of the 13F portfolio, value $3,242,790.

    13F-HR 0001951757-25-000303 filed by FIRST NATIONAL CORP /MA/ /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-12-31
    13F 5,682 shares
    Change vs previous 13F +366 shares

    0.76% of the 13F portfolio, value $3,344,883.

    13F-HR 0001951757-25-000142 filed by FIRST NATIONAL CORP /MA/ /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-09-30
    13F 5,316 shares
    Change vs previous 13F +78 shares

    0.68% of the 13F portfolio, value $3,066,306.

    13F-HR 0001951757-24-000989 filed by FIRST NATIONAL CORP /MA/ /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-06-30
    13F 5,238 shares
    Change vs previous 13F +78 shares

    0.68% of the 13F portfolio, value $2,866,251.

    13F-HR 0001951757-24-000496 filed by FIRST NATIONAL CORP /MA/ /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-03-31
    13F 5,160 shares
    Change vs previous 13F 0 shares

    0.61% of the 13F portfolio, value $2,464,347.

    13F-HR 0001951757-24-000277 filed by FIRST NATIONAL CORP /MA/ /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-12-31
    13F 5,160 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $2,464,347.

    13F-HR 0001951757-24-000056 filed by FIRST NATIONAL CORP /MA/ /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).