SUMMIT SECURITIES GROUP LLC
Broker-DealerPosition in SERV — Serve Robotics Inc. /DE/
CIK 1531593
NEW YORK, NY
Position in SERV
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$4,046
-$2,579 QoQ
Shares Held
615
-21.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#161
of 194 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SERV Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026SUMMIT SECURITIES GROUP LLC holds $687,735 across 8 Integrated Freight & Logistics names. SERV ranks #8 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
|
3,273 | $351,847 | |
| 2 | FDXF |
FedEx Freight Holding Company, Inc.
|
1,280 | $193,280 | |
| 3 | FDX |
Fedex Corp
|
326 | $102,080 | |
| 4 | HUBG |
Hub Group, Inc.
|
493 | $21,588 | |
| 5 | CHRW |
C. H. Robinson Worldwide, Inc.
|
27 | $5,085 | |
| 6 | JBHT |
Hunt J B Transport Services Inc
|
17 | $4,920 | |
| 7 | EXPD |
Expeditors International Of Washington Inc
|
30 | $4,889 | |
| 8 | SERV |
Serve Robotics Inc. /DE/
This page
|
615 | $4,046 |
All Filings in SERV
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,046 | 615 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $6,625 | 785 | Shares | Sole | 2026-04-30 | |
| No filing history on record for this holder in this stock. | ||||||