Evergreen Capital Management’s Heritage Global HGBL Stock Holding History

Evergreen Capital Management’s Portfolio HGBL Stock Details HGBL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14.4K	Hold	11,878	–	–	﹤0.01%	1535
2026 Q1	$16.2K	Hold	11,878	–	–	﹤0.01%	1505
2025 Q4	$14.7K	Hold	11,878	–	–	﹤0.01%	1415
2025 Q3	$19.7K	Hold	11,878	–	–	﹤0.01%	1317
2025 Q2	$26.4K	Buy	+11,878	New	+$24.9K	﹤0.01%	1129

Other funds holding HGBL

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Evergreen Capital Management's HGBL Position: Q2 2026 in Review

Evergreen Capital Management held its Heritage Global (HGBL) position steady in Q2 2026 at 11,878 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1535.

Evergreen Capital Management first reported a position in HGBL in Q2 2025 and has held it in 5 quarters since. The position peaked at $26.4K in Q2 2025. 4 funds tracked by Wall St. Rank hold HGBL as of Q2 2026.

Evergreen Capital Management held 11,878 shares of Heritage Global worth $14.4K as of Q2 2026.
Evergreen Capital Management left its Heritage Global share count unchanged in Q2 2026.
Heritage Global made up ﹤0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1535 holding.
Evergreen Capital Management first reported a position in Heritage Global in Q2 2025 and has held it in 5 quarters since.
Evergreen Capital Management's Heritage Global position peaked at $26.4K in Q2 2025.
4 funds tracked by Wall St. Rank held Heritage Global as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.