Linde plc
AT ˙ WBAG ˙ IE000S9YS762
441,00 € ↑1,40 (0,32%)
2026-06-05
DEL PRIS
SecurityAT:LIN / Linde plc
InstitutionIbex Wealth Advisors
Latest Disclosed Ownership10,621 shares
Latest Disclosed Value $ 5,265,469
Ibex Wealth Advisors ownership in LIN / Linde plc

On April 30, 2026 - Ibex Wealth Advisors filed a 13F-HR form disclosing ownership of 10,621 shares of Linde plc (AT:LIN) valued at $4,584,024 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 0 shares of Linde plc. The current value of the position is $4,683,861 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-30 2026-03-31 13F LINDE Common Stock G54950103 10,621 10,621 5,265 0.4903
2026-02-17 2025-12-31 13F LINDE Common Stock G54950103 0 -100.00 0
2025-11-12 2025-09-30 13F LINDE Common Stock G54950103 1,919 268 16.23 912 17.70 0.0873
2025-08-07 2025-06-30 13F LINDE Common Stock G54950103 1,651 1,651 775 0.0827
2025-04-15 2025-03-31 13F LINDE Common Stock G54950103 0 -1,920 -100.00 0 -100.00
2025-01-23 2024-12-31 13F LINDE Common Stock G54950103 1,920 -27,742 -93.53 804 -42.06 0.0946
2024-11-04 2024-09-30 13F LINDE COM G54950103 29,662 21,088 245.95 1,386 -63.16 0.3795
2024-08-06 2024-06-30 13F LINDE COM G54950103 8,574 2,957 52.64 3,762 376,100.00 0.5871
2024-04-18 2024-03-31 13F LINDE COM G5494J103 5,617 5,610 80,142.86 2 -66.67 0.4966
2024-01-29 2023-12-31 13F LINDE COM G54950103 7 -6,141 -99.89 3 50.00 0.6556
2023-11-07 2023-09-30 13F LINDE COM G54950103 6,148 713 13.12 2 100.00 0.5826
2023-05-15 2023-03-31 13F LINDE Common Stock G54950103 5,435 -182 -3.24 2 0.00 0.5010
2023-02-06 2022-12-31 13F LINDE Common Stock G5494J103 5,617 5,617 2 0.4139
2019-11-12 2019-09-30 13F LINDE Common Stock G5494J103 0 -251 -100.00 0 -100.00
2019-07-30 2019-06-30 13F LINDE Common Stock G5494J103 251 251 50 0.0144
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.