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Disclosery

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

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

FIRST NATIONAL CORP /MA/ /ADV held 3,674 XLE 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 3,674 shares
    Change vs previous 13F -252 shares

    0.06% of the 13F portfolio, value $328,271.

    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 3,926 shares
    Change vs previous 13F -1,064 shares

    0.07% of the 13F portfolio, value $332,998.

    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 4,990 shares
    Change vs previous 13F -1,384 shares

    0.1% of the 13F portfolio, value $466,353.

    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 6,374 shares
    Change vs previous 13F -413 shares

    0.12% of the 13F portfolio, value $545,997.

    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 6,787 shares
    Change vs previous 13F -21,343 shares

    0.13% of the 13F portfolio, value $595,899.

    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 28,130 shares
    Change vs previous 13F +3,469 shares

    0.61% of the 13F portfolio, value $2,564,050.

    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 24,661 shares
    Change vs previous 13F -35 shares

    0.51% of the 13F portfolio, value $2,067,578.

    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 24,696 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $2,070,513.

    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).