Tradewinds Capital Management, LLC
Position in SERV — Serve Robotics Inc. /DE/
CIK 1616026
BELLINGHAM, WA
Position in SERV
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$7,231
+$5,138 QoQ
Shares Held
1,099
+510.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#155
of 194 holders
Holding Since
Mar 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SERV Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Tradewinds Capital Management, LLC holds $774,427 across 5 Integrated Freight & Logistics names. SERV ranks #4 (0.9% of the industry book) .
All Filings in SERV
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,231 | 1,099 | Shares | Sole | 2026-07-24 | |
| 2025-09-30 | $2,093 | 180 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,059 | 180 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,092 | 190 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||