Position in LIN
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$390,761
+$18,446 QoQ
Shares Held
753
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,602
of 2,293 holders
Holding Since
Jun 2024
9 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, 2026Heritage Wealth Management, Inc. holds $1,099,670 across 2 Specialty Chemicals names. LIN ranks #2 (35.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APD |
Air Products & Chemicals, Inc.
|
2,418 | $708,909 | |
| 2 | LIN |
Linde PLC
This page
|
753 | $390,761 |
All Filings in LIN
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $390,761 | 753 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $372,315 | 751 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $320,218 | 751 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $356,725 | 751 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $352,354 | 751 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $426,526 | 916 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $383,501 | 916 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $436,803 | 916 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $474,353 | 1,081 | Shares | Sole | 2024-09-09 | |
| No filing history on record for this holder in this stock. | ||||||