Position in SERV
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$6,626
-$1,873 QoQ
Shares Held
1,007
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#157
of 194 holders
Holding Since
Dec 2025
3 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, 2026Clearstead Trust, LLC holds $627,893 across 8 Integrated Freight & Logistics names. SERV ranks #8 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDX |
Fedex Corp
|
1,306 | $408,947 | |
| 2 | FDXF |
FedEx Freight Holding Company, Inc.
|
650 | $98,150 | |
| 3 | UPS |
United Parcel Service Inc
|
274 | $29,455 | |
| 4 | CHRW |
C. H. Robinson Worldwide, Inc.
|
143 | $26,932 | |
| 5 | GXO |
GXO Logistics, Inc.
|
404 | $20,482 | |
| 6 | JBHT |
Hunt J B Transport Services Inc
|
66 | $19,102 | |
| 7 | LSTR |
Landstar System Inc
|
88 | $18,199 | |
| 8 | SERV |
Serve Robotics Inc. /DE/
This page
|
1,007 | $6,626 |
All Filings in SERV
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,626 | 1,007 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $8,499 | 1,007 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $10,452 | 1,007 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||