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Evernest Financial Advisors, LLC

Position in HGBL — Heritage Global Inc.

CIK 2009530 CARMEL, IN

Position in HGBL

as of Mar 31, 2026 · filed May 4, 2026
Position Value
$263,840
New position
Shares Held
194,000
first reported quarter
Ownership
0.560%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority Sole 94% Shared 0% None 6%

Position in Capital Markets

Financial Services · as of Jun 30, 2026

Evernest Financial Advisors, LLC holds $4,979,108 across 2 Capital Markets names.

# Ticker Company Shares Value (USD) Open

All Filings in HGBL

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-03-31 $263,840 194,000