Position in SERV
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$34,216
+$23,987 QoQ
Shares Held
5,200
+329.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#135
of 194 holders
Holding Since
Dec 2024
7 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 Jun 30, 2026Bogart Wealth, LLC holds $225,916 across 10 Integrated Freight & Logistics names. SERV ranks #3 (15.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
|
807 | $86,752 | |
| 2 | FDX |
Fedex Corp
|
143 | $44,777 | |
| 3 | SERV |
Serve Robotics Inc. /DE/
This page
|
5,200 | $34,216 | |
| 4 | FDXF |
FedEx Freight Holding Company, Inc.
|
131 | $19,781 | |
| 5 | EXPD |
Expeditors International Of Washington Inc
|
91 | $14,831 | |
| 6 | JBHT |
Hunt J B Transport Services Inc
|
40 | $11,577 | |
| 7 | LSTR |
Landstar System Inc
|
25 | $5,170 | |
| 8 | GXO |
GXO Logistics, Inc.
|
100 | $5,070 |
All Filings in SERV
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,216 | 5,200 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $10,229 | 1,212 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $22,836 | 2,200 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $18,026 | 1,550 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $136,994 | 11,975 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $5,175 | 900 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $36,787 | 2,725 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||