Linde plc
DE ˙ DUSE ˙ IE000S9YS762
DETTE SYMBOL ER IKKE LÆNGERE AKTIVT
SecurityDE:WM2 / Linde plc
InstitutionAlpha Financial Advisors, LLC
Latest Disclosed Ownership632 shares
Latest Disclosed Value $ 313,320
Alpha Financial Advisors, LLC reports 0.64% increase in ownership of WM2 / Linde plc

On May 11, 2026 - Alpha Financial Advisors, LLC filed a 13F-HR form disclosing ownership of 632 shares of Linde plc (DE:WM2) valued at $313,320 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 628 shares of Linde plc. This represents a change in shares of 0.64% during the quarter.

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)
2026-05-11 2026-03-31 13F LINDE SHS G54950103 632 4 0.64 313 17.23 0.0960
2026-01-20 2025-12-31 13F LINDE SHS G54950103 628 -3 -0.48 268 -10.70 0.0819
2025-11-13 2025-09-30 13F LINDE SHS G54950103 631 -1 -0.16 300 1.01 0.1055
2025-08-07 2025-06-30 13F LINDE SHS G54950103 632 4 0.64 297 1.37 0.1146
2025-04-23 2025-03-31 13F LINDE SHS G54950103 628 2 0.32 292 11.45 0.1300
2025-01-21 2024-12-31 13F LINDE SHS G54950103 626 1 0.16 262 -12.08 0.1186
2024-10-18 2024-09-30 13F LINDE SHS G54950103 625 0 0.00 298 8.76 0.1319
2024-07-23 2024-06-30 13F LINDE SHS G54950103 625 0 0.00 274 -5.52 0.1320
2024-04-29 2024-03-31 13F LINDE SHS G54950103 625 1 0.16 290 13.28 0.1369
2024-02-06 2023-12-31 13F LINDE SHS G54950103 624 24 4.00 256 14.80 0.1299
2023-10-26 2023-09-30 13F LINDE SHS G54950103 600 0 0.00 223 -2.19 0.1415
2023-08-07 2023-06-30 13F LINDE SHS G54950103 600 0 0.00 229 7.04 0.1431
2023-04-19 2023-03-31 13F LINDE SHS G54950103 600 600 213 0.1481
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.