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INDEPENDENT FINANCIAL GROUP, LLC → SERV
INDEPENDENT FINANCIAL GROUP, LLC SERV Position History
Serve Robotics Inc. • Industrials
Quarters held
3
Latest value
$73K
Q3 2026
Peak value
$149K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $149K |
| Q2 2026 | $114K |
| Q3 2026 | $73K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $73K | 15.8K | — | — |
| Q2 2026 | $114K | 17.3K | — | — |
| Q3 2025 | $149K | 12.8K | — | — |