Institute for Wealth Management, LLC.

Position in LIN — Linde PLC

CIK 1533954 DENVER, CO

Position in LIN

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$478,981

-$17,274 QoQ

Shares Held

923

-7.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,492

of 2,293 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Basic Materials · as of Jun 30, 2026

Institute for Wealth Management, LLC. holds $2,873,081 across 16 Specialty Chemicals names. LIN ranks #2 (16.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SHW	Sherwin Williams Co	3,471	$1,195,134
2	LIN	Linde PLC This page	923	$478,981
3	DD	DuPont de Nemours, Inc.	2,968	$402,579
4	ECL	Ecolab Inc.	1,114	$310,371
5	APD	Air Products & Chemicals, Inc.	538	$157,730
6	PPG	Ppg Industries Inc	907	$110,010
7	SOLS	Solstice Advanced Materials Inc.	665	$58,919
8	WDFC	Wd 40 Co	206	$50,189

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$478,981	923	-7.8%	Shares	Sole	2026-07-28
2026-03-31	$496,255	1,001	-0.1%	Shares	Sole	2026-05-14
2025-12-31	$427,242	1,002	-0.6%	Shares	Sole	2026-01-27
2025-09-30	$478,800	1,008	0.0%	Shares	Sole	2025-10-17
2025-06-30	$472,933	1,008	0.0%	Shares	Sole	2025-07-18
2025-03-31	$469,365	1,008	0.0%	Shares	Sole	2025-04-21
2024-12-31	$422,019	1,008	-3.1%	Shares	Sole	2025-01-23
2024-09-30	$495,934	1,040	-3.6%	Shares	Sole	2024-11-12
2024-06-30	$473,475	1,079	-0.3%	Shares	Sole	2024-07-25
2024-03-31	$502,394	1,082	+9.6%	Shares	Sole	2024-04-30
2023-12-31	$405,370	987	-4.9%	Shares	Sole	2024-01-31
2023-09-30	$386,499	1,038	0.0%	Shares	Sole	2023-10-13
2023-06-30	$395,561	1,038	-4.5%	Shares	Sole	2023-07-25
2023-03-31	$386,363	1,087	—	Shares	Sole	2023-04-20
No filing history on record for this holder in this stock.