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Heritage Global shares owned by Wealth Enhancement Advisory Services

Quarter-by-quarter ownership of Heritage Global (HGBL) shares owned by Wealth Enhancement Advisory Services from 13F filings

Historical chart of Wealth Enhancement Advisory Services investment in Heritage Global

Tip: Access up to 7 years of quarterly data

All positions including Heritage Global held by Wealth Enhancement Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Heritage Global by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $41k 26k 1.58
2025-06-30 $58k 26k 2.26
2025-03-31 $56k 26k 2.18

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View all positions for Wealth Enhancement Advisory Services

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