Sigma Planning Corp

SEC CIK: 0001449126
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

SERV holding history

Serve Robotics Inc. in every 13F filed by Sigma Planning Corp, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SERV overview All 13F holders of SERV Full Q2 2026 holdings

Shares (Q2 2026): 11,871
Value: $78.1K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2025

Holdings of SERV by Sigma Planning Corp, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	11,871	$78.1K	<0.1%	+1,425+13.6%	Added	Holders
Q1 2026	10,446	$88.2K	<0.1%	+300+3.0%	Added	Holders
Q4 2025	10,146	$105.3K	<0.1%	+10,146	New	Holders