Position in SERV
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$15,627
-$4,418 QoQ
Shares Held
2,375
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#145
of 194 holders
Holding Since
Sep 2024
8 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, 2026BFSG, LLC holds $195,714 across 6 Integrated Freight & Logistics names. SERV ranks #3 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FWRD |
Forward Air Corp
|
8,495 | $114,767 | |
| 2 | FDX |
Fedex Corp
|
100 | $31,313 | |
| 3 | SERV |
Serve Robotics Inc. /DE/
This page
|
2,375 | $15,627 | |
| 4 | UPS |
United Parcel Service Inc
|
140 | $15,050 | |
| 5 | CHRW |
C. H. Robinson Worldwide, Inc.
|
75 | $14,125 | |
| 6 | FDXF |
FedEx Freight Holding Company, Inc.
|
32 | $4,832 |
All Filings in SERV
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,627 | 2,375 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $20,045 | 2,375 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $24,652 | 2,375 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $27,621 | 2,375 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $27,170 | 2,375 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $13,656 | 2,375 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $64,125 | 4,750 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $37,762 | 4,750 | Shares | Sole | 2024-10-16 | |
| No filing history on record for this holder in this stock. | ||||||