13F Filings History of Roberts Foundation

Latest 13F report
Q3 2025 - 29 Oct 2025
Value $
$37,562,613
Signature - Title
Susan Doell - Secretary and Treasurer
Location
San Mateo, CA
Summary
This page shows a list of all the recent 13F filings made by Roberts Foundation. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Roberts Foundation reported 2 stock holdings with total value $37,562,613 as of Q3 2025.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 2 $37,562,613 +$3,565,756 $0 +$3,565,756 PG, BTSG 13F-HR 29 Oct 2025, 13:25
Q2 2025 2 $34,888,739 +$1,211,677 -$118,811,057 -$117,599,380 PG, BTSG 13F-HR 05 Aug 2025, 16:00
Q1 2025 2 $155,057,458 +$240,292 -$22,325,164 -$22,084,872 KKR, PG 13F-HR 30 Apr 2025, 10:25
Q4 2024 3 $208,805,058 $0 $0 $0 KKR, PG, APP 13F-HR 05 Feb 2025, 09:02