Serve Robotics shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of Serve Robotics (SERV) shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource Wealth Advisors investment in Serve Robotics
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All positions including Serve Robotics held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Serve Robotics by EverSource Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.3k | 800 | 11.63 |
| 2025-06-30 | $8.5k | 746 | 11.44 |
| 2025-03-31 | $2.9k | 500 | 5.75 |
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