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Disclosery

Roberts Foundation

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13F filer, CIK 1595747, San Mateo, CA

Roberts Foundation reported $37,562,613 across 2 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-10-29.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001193125-25-255883

Period
2025-09-30
Reported value
$37.6M
Holdings
2
Top 10 weight
100%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
PGadded+23,207$3.57M

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, Q3 2025

Share positions as resolved from 13F-HR 0001193125-25-255883, largest first. % of portfolio is the value over $37,562,613, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 230,062 shares; 2025Q1: 231,472 shares; 2025Q2: 211,380 shares; 2025Q3: 234,587 shares 234,587$36M95.96%+23,207Timeline
BTSGBRIGHTSPRING HEALTH SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51,364 shares; 2025Q3: 51,364 shares 51,364$1.52M4.04%0Timeline

How Q3 2025 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).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001193125-25-255883 base2025-10-29acceptance time not in the bulk data set