13F Filings History of Roberts Foundation

Latest 13F filing: Q2 2026 - 11 Aug 2026
Latest reported 13F value: $35,140,663
Largest 13F holdings: PG
Form 13F summary: Roberts Foundation Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
Form 13F is generally due within 45 days after each calendar quarter ends.
Roberts Foundation reported 1 equity holding with a total reported market value of $35,140,663 for Q2 2026.
Manager signature: Susan Doell - Secretary and Treasurer
Manager location: San Mateo, CA

Follow Filing Activity

Follow Roberts Foundation with Pro and return when a new 13F portfolio filing changes the record on this page.

Pro alert delivery is coming soon and remains tied to source-backed filing changes rather than inferred market advice.

Holdings Value

Form 13F evidence

Quarterly portfolio filings

SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.

Latest quarter

Q2 2026

Latest value

$35,140,663

Quarter delta

+$789,364

Accepted

11 Aug 2026, 14:04

Rows shown

1-7 of 7

Quarter	Holdings	SEC-reported value	Bought	Sold	Net	Top Holdings	Form Type	Accepted by SEC
Q2 2026	1	$35,140,663	+$266,152	$0	+$266,152	PG	13F-HR	11 Aug 2026, 14:04
Q1 2026	1	$34,351,299	+$224,026	-$3,071,836	-$2,847,810	PG	13F-HR	20 Apr 2026, 16:01
Q4 2025	2	$36,932,120	+$1,389,875	$0	+$1,389,875	PG, BTSG	13F-HR	06 Feb 2026, 17:43
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