INDEPENDENT FINANCIAL GROUP, LLC

Position in SERV — Serve Robotics Inc. /DE/

CIK 275484 SAN DIEGO, CA

Position in SERV

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$113,748

-$35,499 QoQ

Shares Held

17,287

+34.7% QoQ

Ownership

0.020%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#103

of 195 holders

Holding Since

Sep 2025

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

INDEPENDENT FINANCIAL GROUP, LLC holds $3,853,152 across 5 Integrated Freight & Logistics names. SERV ranks #5 (3.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UPS	United Parcel Service Inc	16,507	$1,774,502
2	FDX	Fedex Corp	2,700	$845,451
3	FDXF	FedEx Freight Holding Company, Inc.	4,279	$646,129
4	FWRD	Forward Air Corp	35,035	$473,322
5	SERV	Serve Robotics Inc. /DE/ This page	17,287	$113,748

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$113,748	17,287	+34.7%	Shares	Sole	2026-07-15
2025-09-30	$149,247	12,833	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.