PFG Investments, LLC

Position in SERV — Serve Robotics Inc. /DE/

CIK 1973224 WOODBURY, NY

Position in SERV

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$457,448

-$49,551 QoQ

Shares Held

69,521

+15.7% QoQ

Ownership

0.080%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#53

of 194 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

PFG Investments, LLC holds $9,112,352 across 4 Integrated Freight & Logistics names. SERV ranks #3 (5.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UPS	United Parcel Service Inc	63,437	$6,819,477
2	FDX	Fedex Corp	4,859	$1,521,498
3	SERV	Serve Robotics Inc. /DE/ This page	69,521	$457,448
4	FDXF	FedEx Freight Holding Company, Inc.	2,079	$313,929

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$457,448	69,521	+15.7%	Shares	Sole	2026-07-23
2026-03-31	$506,999	60,071	+18.3%	Shares	Sole	2026-04-27
2025-12-31	$526,951	50,766	+15.4%	Shares	Sole	2026-01-26
2025-09-30	$511,615	43,991	+30.6%	Shares	Sole	2025-10-31
2025-06-30	$385,425	33,691	-7.7%	Shares	Sole	2025-07-18
2025-03-31	$209,863	36,498	+12.3%	Shares	Sole	2025-04-22
2024-12-31	$438,723	32,498	-30.1%	Shares	Sole	2025-01-22
2024-09-30	$369,659	46,498	-17.6%	Shares	Sole	2024-10-24
2024-06-30	$109,995	56,408	—	Shares	Sole	2024-08-07
No filing history on record for this holder in this stock.