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

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

FIRST NATIONAL CORP /MA/ /ADV held 548,491 SCHM 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 548,491 shares
    Change vs previous 13F -6,337 shares

    3.1% of the 13F portfolio, value $16,328,571.

    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 554,828 shares
    Change vs previous 13F +23,927 shares

    3.14% of the 13F portfolio, value $15,562,923.

    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 530,901 shares
    Change vs previous 13F +21,501 shares

    3.07% of the 13F portfolio, value $13,909,618.

    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 509,400 shares
    Change vs previous 13F +349,366 shares

    3.2% of the 13F portfolio, value $14,115,471.

    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 160,034 shares
    Change vs previous 13F +7,368 shares

    2.96% of the 13F portfolio, value $13,297,197.

    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 152,666 shares
    Change vs previous 13F -16,372 shares

    2.83% of the 13F portfolio, value $11,881,980.

    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 169,038 shares
    Change vs previous 13F -774 shares

    3.13% of the 13F portfolio, value $12,731,905.

    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 169,812 shares
    Change vs previous 13F not available

    3.14% of the 13F portfolio, value $12,790,203.

    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).