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Disclosery

HGBL HERITAGE GLOBAL INC

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COM (common), issuer CIK 849145

39 managers (39 13F filers) reported a position in HGBL shares at 2025-06-30, 12,943,198 shares in all. 5 filers opened a position and 9 filers sold out during the quarter.

Managers
39
13F filers
39
New
5
Added
7
Reduced
11
Sold out
9
Shares held by filers
12,943,198

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…2,454,053$5.45M0.34%-41413F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC1,873,227$4.16M<0.01%+24,87613F-HRTimelineGroup
Mink Brook Asset Management LLCin group Mink Brook Asset Management L…1,867,021$4.14M3.6%013F-HRTimelineGroup
Topline Capital Management, LLC1,678,507$3.73M0.64%-16,23713F-HRTimeline
Truffle Hound Capital, LLC920,157$2.04M1.35%+270,15713F-HRTimeline
Koshinski Asset Management, Inc.917,304$2.04M0.15%-5,00013F-HRTimeline
Militia Capital Partners, LPin group Militia Capital Management LLC584,478$1.3M0.61%013F-HR/ATimelineGroup
WYNNEFIELD CAPITAL INCin group WYNNEFIELD CAPITAL INC401,030$890K0.53%013F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC373,047$828K<0.01%-2,43413F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC346,506$769K<0.01%+97,71513F-HRTimeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP293,682$652K<0.01%+53,44113F-HRTimelineGroup
Perritt Capital Management Inc272,466$605K0.31%-3,00013F-HR/ATimeline
Ridgewood Investments LLC241,165$535K0.23%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.132,533$294K<0.01%-5,63213F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP116,566$259K<0.01%013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC62,793$139K<0.01%new13F-HRTimelineGroup
Man Group plcin group Man Group plc59,874$133K<0.01%-13,62313F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP57,698$128K<0.01%013F-HRTimelineGroup
RBF Capital, LLC54,283$121K0.01%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC40,814$90.6K<0.01%new13F-HRTimelineGroup
Heron Bay Capital Management35,522$78.9K0.02%+35213F-HRTimeline
Parkside Advisors LLC34,139$75.8K0.02%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…25,758$58.2K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY18,668$41.4K<0.01%013F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co16,791$37.3K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG13,659$30.3K<0.01%-17,64013F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC11,878$26.4K<0.01%new13F-HRTimeline
GSA CAPITAL PARTNERS LLP10,802$24K<0.01%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC6,940$15.4K<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,782$13K<0.01%-40413F-HR/ATimelineGroup
FMR LLCin group FMR LLC4,041$8.97K<0.01%-10,94913F-HRTimelineGroup
Parallel Advisors, LLC4,000$8.88K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,750$6.11K<0.01%+1,75013F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,500$5.55K<0.01%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,514$3.36K<0.01%-33913F-HRTimelineGroup
TD Waterhouse Canada Inc.678$1.48K<0.01%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/537$1.19K<0.01%+27213F-HRTimelineGroup
Archer Investment Corp35$78<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.

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