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Serve Robotics shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of Serve Robotics (SERV) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors investment in Serve Robotics

Tip: Access up to 7 years of quarterly data

All positions including Serve Robotics held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Serve Robotics by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $7.3M 707k 10.38
2025-09-30 $6.9M 589k 11.63
2025-06-30 $5.5M 479k 11.44
2025-03-31 $2.4M 412k 5.75
2024-12-31 $3.7M 272k 13.50

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View all positions for Captrust Financial Advisors

Top funds holding Serve Robotics

BlackRock
Vanguard Group
Susquehanna International
Uber Technologies
Citadel Advisors
Jane Street
Geode Capital Management
Exchange Traded Concepts
State Street Corporation
First Trust Advisors
Legal & General Group
Mirae Asset Global Etfs Holdings
Capital Fund Management
Captrust Financial Advisors
Walleye Trading

View all funds holding Serve Robotics