Serve Robotics shares owned by Creative Planning
Quarter-by-quarter ownership of Serve Robotics (SERV) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Serve Robotics
Tip: Access up to 7 years of quarterly data
All positions including Serve Robotics held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Serve Robotics by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $172k | 15k | 11.61 |
| 2025-06-30 | $148k | 13k | 11.44 |
| 2025-03-31 | $59k | 10k | 5.75 |