Confluence Wealth Services, Inc.

Position in LIN — Linde PLC

CIK 1910411 MCMURRAY, PA

Position in LIN

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$2,765,431

+$1,208,249 QoQ

Shares Held

5,329

+69.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

#838

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

Confluence Wealth Services, Inc. holds $7,225,440 across 6 Specialty Chemicals names. LIN ranks #1 (38.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LIN	Linde PLC This page	5,329	$2,765,431
2	APD	Air Products & Chemicals, Inc.	5,504	$1,613,662
3	PPG	Ppg Industries Inc	10,301	$1,249,408
4	DD	DuPont de Nemours, Inc.	5,332	$723,232
5	SHW	Sherwin Williams Co	1,717	$591,197
6	ECL	Ecolab Inc.	1,014	$282,510

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,765,431	5,329	+69.7%	Shares	Sole	2026-07-22
2026-03-31	$1,557,182	3,141	+10.5%	Shares	Sole	2026-05-07
2025-12-31	$1,212,226	2,843	+4.1%	Shares	Sole	2026-01-28
2025-09-30	$1,296,750	2,730	-0.5%	Shares	Sole	2025-10-28
2025-06-30	$1,286,960	2,743	+0.4%	Shares	Sole	2025-07-22
2025-03-31	$1,272,128	2,732	+77.6%	Shares	Sole	2025-04-24
2024-12-31	$643,914	1,538	-20.4%	Shares	Sole	2025-01-27
2024-09-30	$921,293	1,932	-27.1%	Shares	Sole	2024-10-29
2024-06-30	$1,162,407	2,649	+22.6%	Shares	Sole	2024-07-31
2024-03-31	$1,003,395	2,161	+10.0%	Shares	Sole	2024-04-22
2023-12-31	$806,634	1,964	+9.2%	Shares	Sole	2024-01-25
2023-09-30	$669,485	1,798	+6.7%	Shares	Sole	2023-11-01
2023-06-30	$642,119	1,685	+0.5%	Shares	Sole	2023-08-01
2023-03-31	$595,717	1,676	—	Shares	Sole	2023-05-12
No filing history on record for this holder in this stock.