Livermore

Roberts Foundation

SEC CIK
0001595747

Holdings, Q2 2026

Positions as of Jun 30, 2026, filed Aug 11, 2026.SEC

Positions
1
0 vs. Q1 2026
Total value
$35.14M
+$789.36K (+2.3%) vs. Q1 2026

Compare with Q1 2026: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q1 2026.

Roberts Foundation holdings in Q2 2026
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
PGPROCTER & GAMBLE CO COMStock239,639$35.14M100.00%+1,815+0.8%AddedView

13F filings by quarter

Roberts Foundation 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q2 2026Aug 11, 20261$35.14Mvs. Q1 2026SEC
Q1 2026Apr 20, 20261$34.35Mvs. Q4 2025SEC
Q4 2025Feb 9, 20262$36.93Mvs. Q3 2025SEC
Q3 2025Oct 29, 20252$37.56Mvs. Q2 2025SEC
Q2 2025Aug 5, 20252$34.89Mvs. Q1 2025SEC
Q1 2025Apr 30, 20252$155.06Mvs. Q4 2024SEC
Q4 2024Feb 5, 20253$208.81M–SEC