Prosperity Wealth Management, Inc.
- SEC CIK
- 0001991463
- Latest filing
- Mar 27, 2026
SERV holding history
Serve Robotics Inc. in every 13F filed by Prosperity Wealth Management, Inc., 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 Q4 2025 holdings
- Shares (Q4 2025)
- 0
- Sold out in Q4 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 3
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2025 | 0 | $0 | 0.0% | −42,000−100.0% | Sold out | Holders |
| Q3 2025 | 42,000 | $488.5K | 0.2% | +26,000+162.5% | Added | Holders |
| Q2 2025 | 16,000 | $183.0K | 0.1% | +16,000 | New | Holders |
| Q1 2025 | 0 | $0 | 0.0% | −17,200−100.0% | Sold out | Holders |
| Q4 2024 | 17,200 | $232.2K | 0.1% | +17,200 | New | Holders |