Sunbelt Securities, Inc.
Broker-DealerPosition in SERV — Serve Robotics Inc. /DE/
CIK 1632932
HOUSTON, TX
Position in SERV
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$2,405
-$553 QoQ
Shares Held
285
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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 Mar 31, 2026Sunbelt Securities, Inc. holds $1,671,788 across 8 Integrated Freight & Logistics names. SERV ranks #6 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
|
14,150 | $1,392,077 | |
| 2 | FDX |
Fedex Corp
|
872 | $250,394 | |
| 3 | JBHT |
Hunt J B Transport Services Inc
|
81 | $17,163 | |
| 4 | LSTR |
Landstar System Inc
|
34 | $5,450 | |
| 5 | CHRW |
C. H. Robinson Worldwide, Inc.
|
20 | $3,321 | |
| 6 | SERV |
Serve Robotics Inc. /DE/
This page
|
285 | $2,405 | |
| 7 | GXO |
GXO Logistics, Inc.
|
12 | $622 | |
| 8 | CYRX |
Cryoport, Inc.
|
43 | $356 |
All Filings in SERV
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,405 | 285 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $2,958 | 285 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $3,314 | 285 | Shares | Sole | 2025-11-19 | |
| No filing history on record for this holder in this stock. | ||||||