Position in SERV
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$32,900
-$10,954 QoQ
Shares Held
5,000
-3.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#136
of 194 holders
Holding Since
Mar 2025
6 quarters on record
Common Shares in SERV Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026N.E.W. Advisory Services LLC holds $1,362,223 across 5 Integrated Freight & Logistics names. SERV ranks #3 (2.4% of the industry book) .
All Filings in SERV
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,900 | 5,000 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $43,854 | 5,196 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $12,414 | 1,196 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,279 | 196 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $2,242 | 196 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $2,254 | 392 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||