Roberts FoundationYieldConcentrated long-term

CIK: 0001595747 | San Mateo, CA

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q2 2026	13F-HR	1	$35.1M	2026-08-11	SEC ↗
Q1 2026	13F-HR	1	$34.4M	2026-04-20	SEC ↗
Q4 2025	13F-HR	2	$36.9M	2026-02-09	SEC ↗
Q3 2025	13F-HR	2	$37.6M	2025-10-29	SEC ↗
Q2 2025	13F-HR	2	$34.9M	2025-08-05	SEC ↗
Q1 2025	13F-HR	2	$155.1M	2025-04-30	SEC ↗
Q4 2024	13F-HR	3	$208.8M	2025-02-05	SEC ↗