SERV — SERVE ROBOTICS INC

Ownership history in Chico Wealth RIA  ·  1 quarter on record

This page tracks every 13F SEC filing in which Chico Wealth RIA reported a position in SERVE ROBOTICS INC (SERV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.23% (2025 Q3)
Avg. % of fund
0.23%
First filed
2025 Q3
Last filed
2025 Q3
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 INITIATED 29,473 — — 0.23% $343K $11.63
% of Fund (quarterly)    SERV price (monthly, adj. close)

Other funds also holding SERV

As of 2025 Q4 — sorted by position size

AlphaCentric Advisors LLC 3Y 0.78% Uber Technologies, Inc 0.51% Scientech Research LLC 0.35% Headlands Technologies LLC 3Y 0.12% WHITE PINE CAPITAL LLC 3Y 7Y 0.11% EXCHANGE TRADED CONCEPTS, LLC 3Y 0.1% Harbour Capital Advisors, LLC 3Y 7Y 0.09% Main Management ETF Advisors, LLC 3Y 7Y 0.06% Walser Wealth Management Company, A Ltd Liability Co 0.06% Next Capital Management LLC 3Y 7Y 0.05%
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