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Disclosery

HGBL HERITAGE GLOBAL INC

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COM (common), issuer CIK 849145

34 managers (36 13F filers) reported a position in HGBL shares at 2026-06-30, 11,826,487 shares in all. 3 filers opened a position and 5 filers sold out during the quarter.

Managers
34
13F filers
36
New
3
Added
9
Reduced
8
Sold out
5
Shares held by filers
11,826,487

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

Each filer's latest stake. The shares are the aggregate the reporting persons state, which can include entities that file no 13F.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Mink Brook Asset Management LLCin group Mink Brook Asset Management L…2,273,077$2.75M1.21%+34,82113F-HRTimelineGroup
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…2,021,458$2.45M0.12%-222,69013F-HRTimeline
Topline Capital Management, LLC1,785,488$2.16M0.56%013F-HRTimeline
VANGUARD GROUP INCgroup of 3 filers holding1,571,677$1.9M-262,687Timeline
Truffle Hound Capital, LLC1,100,000$1.33M0.84%013F-HRTimeline
Koshinski Asset Management, Inc.917,304$1.11M0.06%013F-HRTimeline
Militia Capital Management LLCin group Militia Capital Management LLC563,873$682K0.12%013F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC359,349$435K<0.01%+17,21513F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC249,617$302K<0.01%+5,30013F-HRTimeline
Ridgewood Investments LLC222,165$269K0.1%-15,00013F-HRTimeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP179,234$217K<0.01%-25,31013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.168,422$204K<0.01%+21,38313F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP116,566$141K<0.01%013F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP51,204$62K<0.01%+14,33913F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC42,957$52K<0.01%+23,94813F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC38,312$46.4K<0.01%new13F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC34,800$42.1K<0.01%-42113F-HRTimelineGroup
NorthRock Partners, LLC34,139$41.3K<0.01%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…25,758$32.2K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY18,668$22.6K<0.01%013F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC11,878$14.4K<0.01%013F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC11,491$13K<0.01%-5,20313F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd10,000$12.1K<0.01%-3,93413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,782$7K<0.01%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…5,429$6.57K<0.01%+1,76913F-HRTimelineGroup
Parallel Advisors, LLC4,000$4.84K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,740$3.31K<0.01%+50013F-HRTimelineGroup
TD Waterhouse Canada Inc.698$839<0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC165$200<0.01%new13F-HRTimelineGroup
Smartleaf Asset Management LLC100$122<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG96$116<0.01%-2,77913F-HRTimelineGroup
Archer Investment Corp25$30<0.01%013F-HR/ATimeline
HARBOUR INVESTMENTS, INC.9$11<0.01%013F-HRTimeline
Caitong International Asset Management …6$7<0.01%new13F-HRTimeline

Events

  • DOVE ROSS reported 2,021,917 HGBL shares, 5.8% of the class, as of 2026-09-25, in a 13D/A filed 2026-09-29. 0001193125-26-408045

    Accepted , ingested