Skip to content
Disclosery

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

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

FIRST NATIONAL CORP /MA/ /ADV held 598,268 SCHD 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 598,268 shares
    Change vs previous 13F +7,700 shares

    3.12% of the 13F portfolio, value $16,470,312.

    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 590,568 shares
    Change vs previous 13F -4,509 shares

    3.15% of the 13F portfolio, value $15,650,045.

    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 595,077 shares
    Change vs previous 13F +16,519 shares

    3.67% of the 13F portfolio, value $16,638,343.

    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 578,558 shares
    Change vs previous 13F +387,888 shares

    3.58% of the 13F portfolio, value $15,806,205.

    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 190,670 shares
    Change vs previous 13F +9,203 shares

    3.58% of the 13F portfolio, value $16,117,350.

    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 181,467 shares
    Change vs previous 13F +7,578 shares

    3.36% of the 13F portfolio, value $14,110,879.

    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 173,889 shares
    Change vs previous 13F -640 shares

    3.25% of the 13F portfolio, value $13,238,174.

    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 174,529 shares
    Change vs previous 13F not available

    3.26% of the 13F portfolio, value $13,286,897.

    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).