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OSAIC HOLDINGS, INC.

Position in SERV — Serve Robotics Inc. /DE/

CIK 1677044 SCOTTSDALE, AZ

Position in SERV

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$164,453
-$78,044 QoQ
Shares Held
24,993
-13.0% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#83
of 195 holders
Holding Since
Jun 2024
9 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, 2026

OSAIC HOLDINGS, INC. holds $78,945,341 across 17 Integrated Freight & Logistics names. SERV ranks #11 (0.2% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in SERV

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9 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $164,453 24,993
2026-03-31 $242,497 28,732
2025-12-31 $352,576 33,967
2025-09-30 $244,753 21,045
2025-06-30 $199,638 17,451
2025-03-31 $95,409 16,593
2024-12-31 $50,300 3,726
2024-09-30 $8,458 1,064
2024-06-30 $487 250