UMA Financial Services »

Serve Robotics shares owned by UMA Financial Services

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

Historical chart of UMA Financial Services investment in Serve Robotics

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Serve Robotics by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-06-30 $12k 1.0k 11.44
2025-03-31 $3.4k 585 5.75
2024-12-31 $5.6k 417 13.50

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Core Msci Emkt (IEMG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for UMA Financial Services

Top funds holding Serve Robotics

Susquehanna International
BlackRock
Citadel Advisors
Vanguard Group
Uber Technologies
Jane Street
BlueCrest Capital Management
Geode Capital Management
Exchange Traded Concepts
State Street Corporation
Morgan Stanley
First Trust Advisors
Legal & General Group
Mirae Asset Global Etfs Holdings
UBS Group

View all funds holding Serve Robotics