Clear Creek Financial Management, LLC NSA NATIONAL STORAGE AFFILIATES

Ownership history in Clear Creek Financial Management, LLC  ·  9 quarters on record

AI Ownership Summary

Clear Creek Financial Management, LLC reported NATIONAL STORAGE AFFILIATES (NSA) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.12% in 2024 Q3. The latest visible filing shows NSA at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this NSA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Clear Creek Financial Management, LLC's position in NATIONAL STORAGE AFFILIATES, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

NSA was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.12% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Clear Creek Financial Management, LLC held NSA — position size vs. price
% of Fund (quarterly)    NSA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 15,756 -1,921 -10.9% 0.05% $595K 2026-04-23 $43.61
2025 Q4 REDUCED 29.9% +36.3% 17,677 -7,535 -29.9% 0.04% $499K 2026-01-23 $32.08
2025 Q3 ADDED 25,212 +645 +2.6% 0.07% $762K 2025-11-10 $28.39
2025 Q2 ADDED 24,567 +979 +4.2% 0.07% $786K 2025-07-23 $30.13
2025 Q1 ADDED 23,588 +1,042 +4.6% 0.10% $929K 2025-04-28 $33.63
2024 Q4 ADDED 22,546 +180 +0.8% 0.09% $855K 2025-01-24 $33.62
2024 Q3 REDUCED 22,366 -147 -0.7% 0.12% $1.1M 2024-10-29 $38.37
2024 Q2 ADDED 22,513 +339 +1.5% 0.11% $928K 2024-07-25 $38.16
2024 Q1 INITIATED 22,174 0.11% $868K 2024-04-26 $30.74

FAQ About Clear Creek Financial Management, LLC and NSA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Clear Creek Financial Management, LLC reported owning NSA?

Clear Creek Financial Management, LLC reported NSA across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported NSA position in Clear Creek Financial Management, LLC's portfolio?

The largest reported portfolio weight for NSA was 0.12% in 2024 Q3.

What is the latest reported NSA position on this page?

The most recent filing on this page is 2026 Q1, when Clear Creek Financial Management, LLC reported 15,756 shares, equal to 0.05% of portfolio, with an estimated market value of $595K.

What does the chart on this NSA ownership page compare?

The chart compares Clear Creek Financial Management, LLC's quarterly NSA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Clear Creek Financial Management, LLC time their NSA position?

Based on 13F filing dates vs. subsequent NSA price moves, Clear Creek Financial Management, LLC correctly timed 5 out of 8 reported position changes (62%). The annualised alpha on NSA relative to SPY over the holding period was -0.3%.

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