Forum Financial Management, LP

Position in LIN — Linde PLC

CIK 1911832 LOMBARD, IL

Position in LIN

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$283,341

+$12,657 QoQ

Shares Held

546

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,762

of 2,302 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Basic Materials · as of Jun 30, 2026

Forum Financial Management, LP holds $3,789,018 across 5 Specialty Chemicals names. LIN ranks #5 (7.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ODC	Oil-Dri Corp of America	18,050	$1,844,890
2	APD	Air Products & Chemicals, Inc.	3,404	$997,984
3	SHW	Sherwin Williams Co	971	$334,334
4	SCL	Stepan Co	5,895	$328,469
5	LIN	Linde PLC This page	546	$283,341

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$283,341	546	0.0%	Shares	Sole	2026-07-23
2026-03-31	$270,684	546	-89.4%	Shares	Sole	2026-04-23
2025-12-31	$2,189,939	5,136	-0.5%	Shares	Sole	2026-01-27
2025-09-30	$2,451,475	5,161	+14.0%	Shares	Sole	2025-10-24
2025-06-30	$2,123,977	4,527	+6.8%	Shares	Sole	2025-07-30
2025-03-31	$1,974,313	4,240	+2.0%	Shares	Sole	2025-05-02
2024-12-31	$1,740,829	4,158	+15.7%	Shares	Sole	2025-02-20
2024-09-30	$1,713,357	3,593	-0.0%	Shares	Sole	2024-10-29
2024-06-30	$1,577,083	3,594	+0.1%	Shares	Sole	2024-07-30
2024-03-31	$1,666,444	3,589	0.0%	Shares	Sole	2024-05-09
2023-12-31	$1,474,038	3,589	+2.2%	Shares	Sole	2024-02-07
2023-09-30	$1,307,320	3,511	-0.9%	Shares	Sole	2023-11-06
2023-06-30	$1,350,166	3,543	+0.8%	Shares	Sole	2023-07-26
2023-03-31	$1,249,371	3,515	—	Shares	Sole	2023-04-19
No filing history on record for this holder in this stock.