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

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

FIRST NATIONAL CORP /MA/ /ADV held 14,293 SOXX 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 14,293 shares
    Change vs previous 13F +707 shares

    0.75% of the 13F portfolio, value $3,949,728.

    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 13,586 shares
    Change vs previous 13F -3,312 shares

    0.65% of the 13F portfolio, value $3,242,949.

    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 16,898 shares
    Change vs previous 13F -6,154 shares

    0.7% of the 13F portfolio, value $3,179,674.

    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 23,052 shares
    Change vs previous 13F -12,081 shares

    1.12% of the 13F portfolio, value $4,967,446.

    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 35,133 shares
    Change vs previous 13F +11,790 shares

    1.8% of the 13F portfolio, value $8,101,287.

    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 23,343 shares
    Change vs previous 13F +7,847 shares

    1.37% of the 13F portfolio, value $5,757,046.

    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 15,496 shares
    Change vs previous 13F -22 shares

    2.19% of the 13F portfolio, value $8,927,172.

    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 15,518 shares
    Change vs previous 13F not available

    2.19% of the 13F portfolio, value $8,939,846.

    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).