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

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

FIRST NATIONAL CORP /MA/ /ADV held 6,018 IVW 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 6,018 shares
    Change vs previous 13F -216 shares

    0.14% of the 13F portfolio, value $729,581.

    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 6,234 shares
    Change vs previous 13F -709 shares

    0.14% of the 13F portfolio, value $686,363.

    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 6,943 shares
    Change vs previous 13F +709 shares

    0.14% of the 13F portfolio, value $644,485.

    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 6,234 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $632,938.

    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 6,234 shares
    Change vs previous 13F -179 shares

    0.13% of the 13F portfolio, value $596,906.

    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 6,413 shares
    Change vs previous 13F -196 shares

    0.14% of the 13F portfolio, value $593,459.

    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 6,609 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $496,336.

    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 6,609 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $496,336.

    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).