• 13F History

Roberts Foundation

13F Filings History

Latest 13F report
Q4 2024 - Feb 5, 2025
Value $
$209M
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 3 stock holdings with total value $209M as of Q4 2024. Top holdings included KKR, PG, and APP.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 3 $209M $0 $0 KKR, PG, APP 13F-HR 2/5/2025, 09:02 AM