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Disclosery

HGBL HERITAGE GLOBAL INC

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COM (common), issuer CIK 849145

36 managers (38 13F filers) reported a position in HGBL shares at 2026-03-31, 12,612,497 shares in all. 2 filers opened a position and 7 filers sold out during the quarter.

Managers
36
13F filers
38
New
2
Added
6
Reduced
13
Sold out
7
Shares held by filers
12,612,497

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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…2,244,148$3.05M0.18%-140,50413F-HRTimeline
Mink Brook Asset Management LLCin group Mink Brook Asset Management L…2,238,256$3.04M1.7%+209,41213F-HRTimelineGroup
VANGUARD GROUP INCgroup of 3 filers holding1,834,364$2.49MnewTimeline
Topline Capital Management, LLC1,785,488$2.43M0.4%-65,47613F-HRTimeline
Truffle Hound Capital, LLC1,100,000$1.5M0.92%013F-HRTimeline
Koshinski Asset Management, Inc.917,304$1.25M0.08%013F-HRTimeline
Militia Capital Management LLCin group Militia Capital Management LLC563,873$767K0.17%13F-HR/ATimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC342,134$465K<0.01%-18,04213F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC244,317$332K<0.01%-133,20013F-HRTimeline
Ridgewood Investments LLC237,165$323K0.13%13F-HRTimeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP204,544$278K<0.01%-5,06813F-HRTimelineGroup
Evernest Financial Advisors, LLC194,000$274K0.06%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.147,039$200K<0.01%+7,08513F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP116,566$159K<0.01%013F-HRTimelineGroup
Rothschild Wealth LLC81,366$111K0.01%-279,50013F-HRTimeline
Man Group plcin group Man Group plc79,690$108K<0.01%+20,40013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…46,533$63.3K<0.01%-44,30313F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP36,865$50.1K<0.01%013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC35,221$47.9K<0.01%-14,73013F-HRTimelineGroup
NorthRock Partners, LLC34,139$46.4K<0.01%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…25,758$35.5K<0.01%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC19,009$25.9K<0.01%-10,64213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY18,668$25.4K<0.01%013F-HRTimelineGroup
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC16,694$22K<0.01%-14,77213F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd13,934$18.9K<0.01%-10,73313F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC11,878$16.2K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,782$8K<0.01%013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC4,155$5.65K<0.01%-5,73813F-HRTimelineGroup
Parallel Advisors, LLC4,000$5.44K<0.01%013F-HR/ATimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,660$4.98K<0.01%+13813F-HRTimelineGroup
UBS Group AGin group UBS Group AG2,875$3.91K<0.01%+1,24413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,240$3.05K<0.01%-50513F-HRTimelineGroup
TD Waterhouse Canada Inc.698$938<0.01%+2013F-HRTimeline
Smartleaf Asset Management LLC100$135<0.01%013F-HRTimeline
Archer Investment Corp25$34<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.9$12<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