Entity Type
Company
Filer Snapshot
FIRST NATIONAL CORP /MA/ /ADV
CIK 0000816192. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Total Filings
32
Latest Filing
28 Oct 2025
Industry
n/a
Filing-backed research brief
Start with the SEC data that changes for this CIK
Latest signal: 13F-HR for Q3 2025. Each card links back to the PortfolioSavvy page where the filing evidence is closest.
Latest 13F portfolio
$527.48M
174 holdings for Q3 2025
Open portfolioLargest parsed holding
SPY
$34.28M reported value
Open holding13D/G large stake
—
No recent parsed 13D/G stake row for this CIK.
Browse 13D/GInsider / owner context
—
No parsed Forms 3/4/5 owner position for this CIK.
Browse insider filingsSave this filer page
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Source: SEC Form 13F
View Source Filing
13F-HR filed on 28 Oct 2025 for CIK 0000816192.
- Business address
- 300 Ledgewood Place, Suite 101, Rockland, MA, 02370
- Filing-backed coverage
-
13F portfolio value
$527.48M
Latest parsed institutional portfolio value.
Top 13F symbols
SPY, USFR, SCHB, GLD
Symbols from the latest parsed 13F holdings.
- Largest 13F holdings
-
SPY USFR SCHB GLD SCHX SCHA SCHD SCHM AAPL VO AGG VB
+8 more
QLD IMTB QQQ BOND LDUR TLT DFAI SH - State of incorporation
- MA
- Fiscal year end
- 31 December
Identity
SEC ownership signals
SEC record
Filer intelligence
What SEC filings say about FIRST NATIONAL CORP /MA/ /ADV
A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.
Quick read
- Latest parsed 13F shows $527.48M across 174 reported holdings for Q3 2025.
- Largest parsed 13F holding: SPY at $34.28M.
SEC source mix
Counts show available parsed rows, not one combined ownership total.
Top parsed 13F holdings
Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.
Top 5 concentration
24%
Share of latest parsed 13F value represented by the visible holdings below.
Top 5 reported value
$124.51M
Compared with $527.48M total 13F value.
Top 5 net change
-$1.05M
Position-value change inside the visible top holdings only.
13F concentration map
A simple visual split of the latest parsed 13F portfolio.
Largest add: QLD ยท Largest trim: SSO
SPY
USFR
SCHB
GLD
SCHX
Other holdings
Latest update
What changed recently for FIRST NATIONAL CORP /MA/ /ADV
Latest 13F period: Q3 2025. Open the source-backed page to inspect the fresh filing or facts context.
Update date
28 Oct 2025
Page type
Filer profile
Latest period
Q3 2025
Institutional portfolio context was refreshed from a 13F filing filed on 28 Oct 2025.
Benchmark Context
Benchmark context for this company
FIRST NATIONAL CORP /MA/ /ADV has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.
Compared with
Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.
Why this is notable
Latest 13F period: Q3 2025. That gives you a fresh baseline before you compare this company with peers.
- Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
- Open the facts page first if you want the cleanest path to verification.
Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.
SEC filing record
CIK 0000816192 filing coverage
Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.
SEC filings
32
First seen
12 Jun 2019
Latest filing
28 Oct 2025
Entity
Company
Observed form types
13F-HR
N-PX
13F-HR/A
Latest Filings
Showing the latest 12 of 32 SEC filings for FIRST NATIONAL CORP /MA/ /ADV.
13F-HR
File 028-19543
13F-HR filing
- Filing date
- 28 Oct 2025
- Reporting date
- 30 Sep 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
N-PX
File 028-19543
N-PX filing
- Filing date
- 14 Jul 2025
- Reporting date
- 30 Jun 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-19543
13F-HR filing
- Filing date
- 08 Jul 2025
- Reporting date
- 30 Jun 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-19543
13F-HR filing
- Filing date
- 11 Apr 2025
- Reporting date
- 31 Mar 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-19543
13F-HR filing
- Filing date
- 29 Jan 2025
- Reporting date
- 31 Dec 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-19543
13F-HR filing
- Filing date
- 08 Oct 2024
- Reporting date
- 30 Sep 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
N-PX
File 028-19543
N-PX filing
- Filing date
- 20 Aug 2024
- Reporting date
- 30 Jun 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-19543
13F-HR filing
- Filing date
- 12 Jul 2024
- Reporting date
- 30 Jun 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-19543
13F-HR filing
- Filing date
- 15 Apr 2024
- Reporting date
- 31 Mar 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-19543
13F-HR filing
- Filing date
- 18 Jan 2024
- Reporting date
- 31 Dec 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-19543
13F-HR filing
- Filing date
- 24 Oct 2023
- Reporting date
- 30 Sep 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-19543
13F-HR filing
- Filing date
- 31 Jul 2023
- Reporting date
- 30 Jun 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing