Linde plc
DE ˙ DUSE ˙ IE000S9YS762
DETTE SYMBOL ER IKKE LÆNGERE AKTIVT
SecurityDE:WM2 / Linde plc
InstitutionAmeritas Advisory Services, LLC
Latest Disclosed Ownership3,255 shares
Latest Disclosed Value $ 1,613,786
Ameritas Advisory Services, LLC reports 9.96% decrease in ownership of WM2 / Linde plc

On May 12, 2026 - Ameritas Advisory Services, LLC filed a 13F-HR form disclosing ownership of 3,255 shares of Linde plc (DE:WM2) valued at $1,613,786 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 3,615 shares of Linde plc. This represents a change in shares of -9.96% 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)
2026-05-12 2026-03-31 13F LINDE SHS G54950103 3,255 -360 -9.96 1,614 4.67 0.0626
2026-02-04 2025-12-31 13F LINDE SHS G54950103 3,615 2,522 230.74 1,541 197.49 0.0575
2025-11-06 2025-09-30 13F LINDE SHS G54950103 1,093 154 16.40 519 17.73 0.0340
2025-07-21 2025-06-30 13F LINDE SHS G54950103 939 -490 -34.29 441 -28.22 0.0230
2025-04-25 2025-03-31 13F LINDE SHS G54950103 1,429 1 0.07 614 2.68 0.0248
2025-01-15 2024-12-31 13F LINDE SHS G54950103 1,428 93 6.97 598 -6.13 0.0206
2024-10-30 2024-09-30 13F LINDE SHS G54950103 1,335 24 1.83 637 10.61 0.0275
2024-07-29 2024-06-30 13F LINDE SHS G54950103 1,311 85 6.93 575 9.73 0.0217
2024-05-14 2024-03-31 13F LINDE SHS G54950103 1,226 -99 -7.47 525 -5.07 0.0216
2024-02-14 2023-12-31 13F LINDE SHS G54950103 1,325 107 8.78 553 22.12 0.0305
2023-11-13 2023-09-30 13F LINDE SHS G54950103 1,218 259 27.01 453 29.51 0.0226
2023-07-25 2023-06-30 13F LINDE SHS G54950103 959 -3,032 -75.97 350 -75.46 0.0449
2023-04-28 2023-03-31 13F LINDE SHS G54950103 3,991 2,373 146.66 1,422 169.83 0.0714
2023-02-10 2022-12-31 13F LINDE SHS G5494J103 1,618 325 25.14 528 51.00 0.0245
2022-11-14 2022-09-30 13F LINDE SHS G5494J103 1,293 21 1.65 349 -4.64 0.0209
2022-08-10 2022-06-30 13F LINDE SHS G5494J103 1,272 131 11.48 366 0.55 0.0212
2022-05-04 2022-03-31 13F LINDE SHS G5494J103 1,141 75 7.04 364 -1.36 0.0133
2022-02-07 2021-12-31 13F LINDE SHS G5494J103 1,066 1,066 369 0.0135
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.