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

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

FIRST NATIONAL CORP /MA/ /ADV held 980,783 SCHB 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 980,783 shares
    Change vs previous 13F +1,183 shares

    4.8% of the 13F portfolio, value $25,304,192.

    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 979,600 shares
    Change vs previous 13F -7,361 shares

    4.71% of the 13F portfolio, value $23,343,866.

    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 986,961 shares
    Change vs previous 13F -35,308 shares

    4.69% of the 13F portfolio, value $21,249,270.

    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 1,022,269 shares
    Change vs previous 13F +694,481 shares

    5.25% of the 13F portfolio, value $23,205,497.

    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 327,788 shares
    Change vs previous 13F -72,616 shares

    4.85% of the 13F portfolio, value $21,804,449.

    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 400,404 shares
    Change vs previous 13F -74,322 shares

    6% of the 13F portfolio, value $25,173,418.

    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 474,726 shares
    Change vs previous 13F -417 shares

    6.5% of the 13F portfolio, value $26,428,005.

    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 475,143 shares
    Change vs previous 13F not available

    6.49% of the 13F portfolio, value $26,451,219.

    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).