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Summit Trail Advisors, LLC

SEC CIK
0001698478
Latest filing
Aug 11, 2026

SERV holding history

Serve Robotics Inc. in every 13F filed by Summit Trail 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)
25,235
Value
$166.0K
% of portfolio
<0.1%
Quarters held
2
Since Q1 2026
Holdings of SERV by Summit Trail Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202625,235$166.0K<0.1%00.0%UnchangedHolders
Q1 202625,235$213.0K<0.1%+25,235NewHolders