Heritage Wealth Advisors

Position in CURLF — Curaleaf Holdings, Inc.

CIK 1591122 RICHMOND, VA

Position in CURLF

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$761

-$232 QoQ

Shares Held

356

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Mar 31, 2026

Heritage Wealth Advisors holds $412,780 across 6 Drug Manufacturers - Specialty & Generic names. CURLF ranks #5 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ZTS	Zoetis Inc.	3,411	$403,214
2	VTRS	Viatris Inc	301	$4,066
3	CRON	Cronos Group Inc.	1,380	$3,463
4	HLN	Haleon plc	123	$1,231
5	CURLF	Curaleaf Holdings, Inc. This page	356	$761
6	CGC	Canopy Growth Corp	48	$45

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$761	356	0.0%	Shares	Sole	2026-05-14
2025-09-30	$993	356	0.0%	Shares	Sole	2025-11-13
2025-06-30	$300	356	0.0%	Shares	Sole	2025-08-11
2025-03-31	$323	356	0.0%	Shares	Sole	2025-05-08
2024-12-31	$555	356	0.0%	Shares	Sole	2025-02-12
2024-09-30	$1,089	356	0.0%	Shares	Sole	2024-11-12
2024-06-30	$1,370	356	0.0%	Shares	Sole	2024-12-12
2024-03-31	$1,901	356	0.0%	Shares	Sole	2024-12-12
2023-12-31	$1,445	356	0.0%	Shares	Sole	2024-12-12
2023-09-30	$1,609	356	0.0%	Shares	Sole	2024-12-12
2023-06-30	$1,100	356	0.0%	Shares	Sole	2024-12-12
2023-03-31	$1,000	356	0.0%	Shares	Sole	2023-05-04
2022-12-31	$1,529	356	0.0%	Shares	Sole	2024-12-12
2022-09-30	$1,758	356	0.0%	Shares	Sole	2024-12-12
2022-06-30	$1,797	356	0.0%	Shares	Sole	2022-08-04
2022-03-31	$2,573	356	0.0%	Shares	Sole	2022-05-11
2021-12-31	$3,203	356	0.0%	Shares	Sole	2022-03-28
2021-09-30	$4,289	356	0.0%	Shares	Sole	2021-11-02
2021-06-30	$5,017	356	0.0%	Shares	Sole	2021-08-09
2021-03-31	$5,396	356	—	Shares	Sole	2021-04-27
No filing history on record for this holder in this stock.