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Heritage Global shares owned by Evernest Financial Advisors

Quarter-by-quarter ownership of Heritage Global (HGBL) shares owned by Evernest Financial Advisors from 13F filings

Historical chart of Evernest Financial Advisors investment in Heritage Global

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All positions including Heritage Global held by Evernest Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Heritage Global by Evernest Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $274k 194k 1.41

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Top funds holding Heritage Global

Punch & Associates Investment Management
Mink Brook Asset Management
Vanguard Group
Truffle Hound Capital
Koshinski Asset Management
Militia Capital Management
Militia Capital Partners
Renaissance Technologies
Perritt Capital Management
Geode Capital Management
Ridgewood Investments
Dimensional Fund Advisors
Evernest Financial Advisors
Vanguard Fiduciary Trust
BlackRock

View all funds holding Heritage Global