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XML Financial, LLC

SEC CIK
0001800465
Latest filing
Jul 24, 2026

NSA holding history

National Storage Affiliates Trust in every 13F filed by XML Financial, LLC, 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)
20,050
Value
$891.6K
% of portfolio
0.1%
Quarters held
13
Since Q2 2023
Holdings of NSA by XML Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202620,050$891.6K0.1%−1,600−7.4%ReducedHolders
Q1 202621,650$817.1K0.1%−750−3.3%ReducedHolders
Q4 202522,400$631.9K0.1%−15,400−40.7%ReducedHolders
Q3 202537,800$1.14M0.1%−9,130−19.5%ReducedHolders
Q2 202546,930$1.50M0.1%−6,120−11.5%ReducedHolders
Q1 202553,050$2.09M0.2%−2,915−5.2%ReducedHolders
Q4 202455,965$2.12M0.2%−3,025−5.1%ReducedHolders
Q3 202458,990$2.84M0.3%−971−1.6%ReducedHolders
Q2 202459,961$2.47M0.2%−1,699−2.8%ReducedHolders
Q1 202461,660$2.41M0.2%−28,067−31.3%ReducedHolders
Q4 202389,727$3.72M0.4%+11,552+14.8%AddedHolders
Q3 202378,175$2.48M0.3%+22,050+39.3%AddedHolders
Q2 202356,125$1.95M0.2%+56,125NewHolders