Commonwealth Equity Services, LLC
- SEC CIK
- 0000312272
- Latest filing
- Jul 29, 2026
SERV holding history
Serve Robotics Inc. in every 13F filed by Commonwealth Equity Services, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
SERV overviewAll 13F holders of SERVFull Q2 2026 holdings
- Shares (Q2 2026)
- 174,574
- Value
- $1.15M
- % of portfolio
- <0.1%
- Quarters held
- 7
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 174,574 | $1.15M | <0.1% | −13,506−7.2% | Reduced | Holders |
| Q1 2026 | 188,080 | $1.59M | <0.1% | +13,900+8.0% | Added | Holders |
| Q4 2025 | 174,180 | $1.81M | <0.1% | +681+0.4% | Added | Holders |
| Q3 2025 | 173,499 | $2.02M | <0.1% | +157,864+1,009.7% | Added | Holders |
| Q2 2025 | 15,635 | $179.0K | <0.1% | −3,067−16.4% | Reduced | Holders |
| Q1 2025 | 18,702 | $108.0K | <0.1% | +348+1.9% | Added | Holders |
| Q4 2024 | 18,354 | $248.0K | <0.1% | +18,354 | New | Holders |