Position in SERV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$69,905
New position
Shares Held
10,624
first reported quarter
Ownership
0.012%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#127
of 194 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Independent Advisor Alliance holds $12,820,264 across 7 Integrated Freight & Logistics names. SERV ranks #7 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
|
71,187 | $7,652,602 | |
| 2 | FDX |
Fedex Corp
|
7,167 | $2,244,202 | |
| 3 | GXO |
GXO Logistics, Inc.
|
21,923 | $1,111,495 | |
| 4 | CHRW |
C. H. Robinson Worldwide, Inc.
|
3,380 | $636,589 | |
| 5 | EXPD |
Expeditors International Of Washington Inc
|
3,668 | $597,809 | |
| 6 | FDXF |
FedEx Freight Holding Company, Inc.
|
3,362 | $507,662 | |
| 7 | SERV |
Serve Robotics Inc. /DE/
This page
|
10,624 | $69,905 |
All Filings in SERV
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $69,905 | 10,624 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||