Position in LIN
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$410,481
+$82,784 QoQ
Shares Held
791
+19.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,579
of 2,293 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LIN Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Jun 30, 2026Summit Financial Wealth Advisors, LLC holds $666,310 across 2 Specialty Chemicals names. LIN ranks #1 (61.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LIN |
Linde PLC
This page
|
791 | $410,481 | |
| 2 | SHW |
Sherwin Williams Co
|
743 | $255,829 |
All Filings in LIN
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $410,481 | 791 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $327,697 | 661 | Shares | Sole | 2026-05-26 | |
| 2025-12-31 | $299,325 | 702 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $340,100 | 716 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $300,744 | 641 | Shares | Sole | 2025-09-29 | |
| 2025-03-31 | $283,109 | 608 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $254,551 | 608 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $291,838 | 612 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $266,796 | 608 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $282,306 | 608 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $249,711 | 608 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $226,388 | 608 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $231,696 | 608 | Shares | Sole | 2023-07-12 | |
| No filing history on record for this holder in this stock. | ||||||