Balboa Wealth Partners

SEC CIK: 0001929008
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

SERV holding history

Serve Robotics Inc. in every 13F filed by Balboa Wealth Partners, 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 2025): 0; Sold out in Q2 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2024

Holdings of SERV by Balboa Wealth Partners, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2025	0	$0	0.0%	−10,430−100.0%	Sold out	Holders
Q1 2025	10,430	$60.0K	<0.1%	−715−6.4%	Reduced	Holders
Q4 2024	11,145	$150.5K	<0.1%	+11,145	New	Holders