Roberts Foundation
Follow13F filer, CIK 1595747, San Mateo, CA
Roberts Foundation reported $35,140,663 across 1 holding for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-11.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001193125-26-344105
- Period
- 2026-06-30
- Reported value
- $35.1M
- Holdings
- 1
- Top 10 weight
- 100%
- New
- 0
- Sold out
- 0
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| PGadded | +1,815 | $266K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
None.
Holdings, Q2 2026
Share positions as resolved from 13F-HR 0001193125-26-344105, largest first. % of portfolio is the value over $35,140,663, the sum of the share positions whose value is usable for ratios (method).
How Q2 2026 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001193125-26-344105 | base | 2026-08-11 | acceptance time not in the bulk data set |
Filings
Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.
| Filing | Subject | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001193125-26-344105 | Quarter ended 2026-06-30 | 2026-08-11 | acceptance time not in the bulk data set | |
| 13F-HR 0001193125-26-163912 | Quarter ended 2026-03-31 | 2026-04-20 | acceptance time not in the bulk data set | |
| 13F-HR 0001193125-26-041474 | Quarter ended 2025-12-31 | 2026-02-09 | acceptance time not in the bulk data set | |
| 13F-HR 0001193125-25-255883 | Quarter ended 2025-09-30 | 2025-10-29 | acceptance time not in the bulk data set | |
| 13F-HR 0000950123-25-007026 | Quarter ended 2025-06-30 | 2025-08-05 | acceptance time not in the bulk data set | |
| 13F-HR 0000950123-25-003901 | Quarter ended 2025-03-31 | 2025-04-30 | acceptance time not in the bulk data set | |
| 13F-HR 0000950123-25-000906 | Quarter ended 2024-12-31 | 2025-02-05 | acceptance time not in the bulk data set |