CWM Advisors, LLC
- SEC CIK
- 0001670139
- Latest filing
- Aug 12, 2026
SERV holding history
Serve Robotics Inc. in every 13F filed by CWM Advisors, 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)
- 102,484
- Value
- $674.3K
- % of portfolio
- <0.1%
- Quarters held
- 4
- Since Q3 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 102,484 | $674.3K | <0.1% | +40,419+65.1% | Added | Holders |
| Q1 2026 | 62,065 | $523.8K | <0.1% | +16,927+37.5% | Added | Holders |
| Q4 2025 | 45,138 | $468.5K | <0.1% | +5,311+13.3% | Added | Holders |
| Q3 2025 | 39,827 | $463.2K | <0.1% | +39,827 | New | Holders |