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Disclosery

Roberts Foundation: PG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Roberts Foundation on PG, newest first. How the timeline and the estimate are built.

Roberts Foundation held 239,639 PG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 239,639 shares
    Change vs previous 13F +1,815 shares

    100% of the 13F portfolio, value $35,140,663.

    13F-HR 0001193125-26-344105 filed by Roberts Foundation
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 237,824 shares
    Change vs previous 13F +1,551 shares

    100% of the 13F portfolio, value $34,351,299.

    13F-HR 0001193125-26-163912 filed by Roberts Foundation
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 236,273 shares
    Change vs previous 13F +1,686 shares

    91.68% of the 13F portfolio, value $33,860,284.

    13F-HR 0001193125-26-041474 filed by Roberts Foundation
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 234,587 shares
    Change vs previous 13F +23,207 shares

    95.96% of the 13F portfolio, value $36,044,293.

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

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 211,380 shares
    Change vs previous 13F -20,092 shares

    96.53% of the 13F portfolio, value $33,677,062.

    13F-HR 0000950123-25-007026 filed by Roberts Foundation
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 231,472 shares
    Change vs previous 13F +1,410 shares

    25.44% of the 13F portfolio, value $39,447,458.

    13F-HR 0000950123-25-003901 filed by Roberts Foundation
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 230,062 shares
    Change vs previous 13F not available

    18.47% of the 13F portfolio, value $38,569,894.

    13F-HR 0000950123-25-000906 filed by Roberts Foundation
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).