CURLF β€” Curaleaf Holdings Inc

Ownership history in Heritage Wealth Advisors  Β·  19 quarters on record

AI Ownership Summary

Heritage Wealth Advisors reported Curaleaf Holdings Inc (CURLF) in 19 quarterly 13F filings from 2023 Q4 through 2025 Q4. The latest visible filing shows CURLF at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CURLF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Heritage Wealth Advisors's position in Curaleaf Holdings Inc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

CURLF was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Heritage Wealth Advisors held CURLF β€” position size vs. price
% of Fund (quarterly)    CURLF price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 356 β€” 0% 0.00% $886 2026-02-14 (Est.) $2.42
2025 Q3 UNCHANGED 356 β€” 0% 0.00% $980 2025-11-13 $2.58
2025 Q2 UNCHANGED 356 β€” 0% 0.00% $300 2025-08-11 $2.76
2025 Q1 UNCHANGED 356 β€” 0% 0.00% $329 2025-05-08 $0.89
2024 Q4 UNCHANGED 356 β€” 0% 0.00% $554 2025-02-12 $1.45
2024 Q3 UNCHANGED 356 β€” 0% 0.00% $1K 2024-11-12 $2.04
2024 Q2 UNCHANGED 356 β€” 0% 0.00% $1K 2024-08-06 $3.43
2024 Q1 UNCHANGED 356 β€” 0% 0.00% $2K 2024-05-08 $5.30
2023 Q4 UNCHANGED 356 β€” 0% 0.00% $1K 2024-02-12 $4.90
10 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Heritage Wealth Advisors and CURLF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Heritage Wealth Advisors reported owning CURLF?

Heritage Wealth Advisors reported CURLF across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported CURLF position in Heritage Wealth Advisors's portfolio?

The largest reported portfolio weight for CURLF was 0.00% in 2024 Q1.

What is the latest reported CURLF position on this page?

The most recent filing on this page is 2025 Q4, when Heritage Wealth Advisors reported 356 shares, equal to 0.00% of portfolio, with an estimated market value of $886.

What does the chart on this CURLF ownership page compare?

The chart compares Heritage Wealth Advisors's quarterly CURLF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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