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Disclosery

HGBL HERITAGE GLOBAL INC

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COM (common), issuer CIK 849145

38 managers (38 13F filers) reported a position in HGBL shares at 2025-09-30, 13,150,448 shares in all. 3 filers opened a position and 2 filers sold out during the quarter.

Managers
38
13F filers
38
New
3
Added
10
Reduced
11
Sold out
2
Shares held by filers
13,150,448

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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…2,475,228$4.11M0.24%+21,17513F-HRTimeline
Mink Brook Asset Management LLCin group Mink Brook Asset Management L…1,882,222$3.12M2.1%+15,20113F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC1,860,027$3.09M<0.01%-13,20013F-HRTimelineGroup
Topline Capital Management, LLC1,678,507$2.79M0.48%013F-HRTimeline
Truffle Hound Capital, LLC1,100,000$1.83M1.15%+179,84313F-HRTimeline
Koshinski Asset Management, Inc.917,304$1.52M0.1%013F-HRTimeline
Militia Capital Partners, LPin group Militia Capital Management LLC563,873$936K0.44%-20,60513F-HR/ATimelineGroup
WYNNEFIELD CAPITAL INCin group WYNNEFIELD CAPITAL INC401,030$666K0.4%013F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC371,332$616K<0.01%+24,82613F-HRTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC357,774$594K<0.01%-15,27313F-HRTimelineGroup
Perritt Capital Management Inc295,866$491K0.23%+23,40013F-HRTimeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP272,317$452K<0.01%-21,36513F-HRTimelineGroup
Ridgewood Investments LLC241,165$400K0.17%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.136,684$227K<0.01%+4,15113F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP116,566$194K<0.01%013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC73,465$122K<0.01%+10,67213F-HRTimelineGroup
Man Group plcin group Man Group plc59,290$98.4K<0.01%-58413F-HRTimelineGroup
RBF Capital, LLC54,283$90.1K<0.01%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…42,738$70.9K<0.01%new13F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC38,439$63.8K<0.01%-2,37513F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP36,865$61.2K<0.01%-20,83313F-HRTimelineGroup
Heron Bay Capital Management34,717$57.6K0.01%-80513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…25,758$40.6K<0.01%013F-HRTimeline
GSA CAPITAL PARTNERS LLP21,928$36K<0.01%+11,12613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY18,668$31K<0.01%013F-HR/ATimelineGroup
Virtu Financial LLCin group Virtu Financial LLC16,796$28K<0.01%new13F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co16,791$27.9K<0.01%013F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC11,878$19.7K<0.01%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC10,009$16.6K<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,816$10K<0.01%+3413F-HRTimelineGroup
Parallel Advisors, LLC4,000$6.64K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,871$4.77K<0.01%+1,35713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,750$4.59K<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,500$4.15K<0.01%013F-HRTimelineGroup
TD Waterhouse Canada Inc.678$1.11K<0.01%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/272$452<0.01%-26513F-HR/ATimelineGroup
Archer Investment Corp25$42<0.01%-1013F-HRTimeline
UBS Group AGin group UBS Group AG16$27<0.01%-13,64313F-HRTimelineGroup

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