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

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

FIRST NATIONAL CORP /MA/ /ADV held 735,355 SCHX 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 735,355 shares
    Change vs previous 13F +10,650 shares

    3.69% of the 13F portfolio, value $19,442,786.

    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 724,705 shares
    Change vs previous 13F -530 shares

    3.57% of the 13F portfolio, value $17,711,790.

    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 725,235 shares
    Change vs previous 13F +6,363 shares

    3.54% of the 13F portfolio, value $16,013,189.

    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 718,872 shares
    Change vs previous 13F +487,024 shares

    3.77% of the 13F portfolio, value $16,663,453.

    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 231,848 shares
    Change vs previous 13F +2,738 shares

    3.5% of the 13F portfolio, value $15,730,887.

    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 229,110 shares
    Change vs previous 13F +2,214 shares

    3.51% of the 13F portfolio, value $14,720,318.

    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 226,896 shares
    Change vs previous 13F -2,028 shares

    3.15% of the 13F portfolio, value $12,796,934.

    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 228,924 shares
    Change vs previous 13F not available

    3.17% of the 13F portfolio, value $12,911,314.

    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).