Position in HGBL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$268,819
-$53,725 QoQ
Shares Held
222,165
-6.3% QoQ
Ownership
0.641%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#10
of 36 holders
Holding Since
Sep 2020
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HGBL Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Ridgewood Investments LLC holds $743,548 across 2 Capital Markets names. HGBL ranks #2 (36.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
5,145 | $474,729 | |
| 2 | HGBL |
Heritage Global Inc.
This page
|
222,165 | $268,819 |
All Filings in HGBL
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $268,819 | 222,165 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $322,544 | 237,165 | Shares | Sole | 2026-04-03 | |
| 2025-09-30 | $400,333 | 241,165 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $535,386 | 241,165 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $525,739 | 241,165 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $417,317 | 225,577 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $380,080 | 223,577 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $493,345 | 200,547 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $521,524 | 197,547 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $528,330 | 190,047 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $508,560 | 163,000 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $590,060 | 163,000 | Shares | Sole | 2023-08-07 | |
| 2022-12-31 | $359,550 | 153,000 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $246,330 | 153,000 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $219,627 | 146,418 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $179,550 | 133,000 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $248,710 | 133,000 | Shares | Sole | 2022-01-18 | |
| 2021-06-30 | $328,900 | 130,000 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $370,500 | 130,000 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $332,500 | 125,000 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $286,250 | 125,000 | Shares | Sole | 2020-10-14 | |
| No filing history on record for this holder in this stock. | ||||||