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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

NSA holding history

National Storage Affiliates Trust in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

NSA overviewAll 13F holders of NSAFull Q2 2026 holdings

Shares (Q2 2026)
114,923
Value
$5.11M
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of NSA by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026114,923$5.11M<0.1%+23,496+25.7%AddedHolders
Q1 202691,427$3.45M<0.1%+36,165+65.4%AddedHolders
Q4 202555,262$1.56M<0.1%+12,900+30.5%AddedHolders
Q3 202542,362$1.28M<0.1%+33,480+376.9%AddedHolders
Q2 20258,882$284.1K<0.1%−1,143−11.4%ReducedHolders
Q1 202510,025$395.0K<0.1%+1,523+17.9%AddedHolders
Q4 20248,502$322.3K<0.1%−1,999−19.0%ReducedHolders
Q3 202410,501$506.1K<0.1%+2,250+27.3%AddedHolders
Q2 20248,251$340.1K<0.1%+2,462+42.5%AddedHolders
Q1 20245,789$226.7K<0.1%+5,789NewHolders
Q4 20230$00.0%−13,314−100.0%Sold outHolders
Q3 202313,314$422.6K<0.1%−5,930−30.8%ReducedHolders
Q2 202319,244$670.3K<0.1%−1,184−5.8%ReducedHolders
Q1 202320,428$853.5K<0.1%−338−1.6%ReducedHolders
Q4 202220,766$750.1K<0.1%+3,089+17.5%AddedHolders
Q3 202217,677$735.0K<0.1%+1,330+8.1%AddedHolders
Q2 202216,347$818.0K<0.1%+618+3.9%AddedHolders
Q1 202215,729$987.0K<0.1%+1,579+11.2%AddedHolders
Q4 202114,150$979.0K<0.1%00.0%UnchangedHolders
Q3 202114,150$747.0K<0.1%−10.0%ReducedHolders
Q2 202114,151$715.0K<0.1%−1,799−11.3%ReducedHolders
Q1 202115,950$637.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.