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Heritage Global shares owned by Grubman Wealth Management

Quarter-by-quarter ownership of Heritage Global (HGBL) shares owned by Grubman Wealth Management from 13F filings

Historical chart of Grubman Wealth Management investment in Heritage Global

Tip: Access up to 7 years of quarterly data

All positions including Heritage Global held by Grubman Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Heritage Global by Grubman Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $76k 34k 2.22
2025-03-31 $74k 34k 2.18

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Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
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Ishares Core Msci Emkt (IEMG)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Esg Awr Msci Usa (ESGU)
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View all positions for Grubman Wealth Management

Top funds holding Heritage Global

Punch & Associates Investment Management
Mink Brook Asset Management
Vanguard Group
Truffle Hound Capital
Koshinski Asset Management
Militia Capital Partners
Wynnefield Capital
Renaissance Technologies
Geode Capital Management
Perritt Capital Management
Dimensional Fund Advisors
Ridgewood Investments
BlackRock
State Street Corporation
Citadel Advisors

View all funds holding Heritage Global