Linde plc
DE ˙ DUSE ˙ IE000S9YS762
DETTE SYMBOL ER IKKE LÆNGERE AKTIVT
SecurityDE:WM2 / Linde plc
InstitutionJfs Wealth Advisors, Llc
Latest Disclosed Ownership129 shares
Latest Disclosed Value $ 63,954
Jfs Wealth Advisors, Llc reports 42.15% decrease in ownership of WM2 / Linde plc

On April 20, 2026 - Jfs Wealth Advisors, Llc filed a 13F-HR form disclosing ownership of 129 shares of Linde plc (DE:WM2) valued at $63,954 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 223 shares of Linde plc. This represents a change in shares of -42.15% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-20 2026-03-31 13F LINDE SHS G54950103 129 -94 -42.15 64 -33.68 0.0036
2026-01-14 2025-12-31 13F LINDE SHS G54950103 223 35 18.62 95 6.74 0.0054
2025-11-10 2025-09-30 13F LINDE SHS G54950103 188 50 36.23 89 39.06 0.0052
2025-07-24 2025-06-30 13F LINDE SHS G54950103 138 3 2.22 65 3.23 0.0041
2025-04-22 2025-03-31 13F LINDE SHS G54950103 135 0 0.00 63 10.71 0.0043
2025-01-31 2024-12-31 13F LINDE SHS G54950103 135 -29 -17.68 57 -28.21 0.0039
2024-10-25 2024-09-30 13F LINDE SHS G54950103 164 4 2.50 78 11.43 0.0052
2024-07-15 2024-06-30 13F LINDE SHS G54950103 160 -39 -19.60 70 -23.91 0.0055
2024-04-30 2024-03-31 13F LINDE SHS G54950103 199 4 2.05 92 15.00 0.0073
2024-02-07 2023-12-31 13F LINDE SHS G54950103 195 35 21.88 80 35.59 0.0068
2023-11-02 2023-09-30 13F LINDE SHS G54950103 160 9 5.96 60 3.51 0.0056
2023-08-07 2023-06-30 13F LINDE SHS G54950103 151 -2 -1.31 58 5.56 0.0052
2023-04-19 2023-03-31 13F LINDE SHS G54950103 153 15 10.87 54 20.00 0.0051
2023-02-13 2022-12-31 13F LINDE SHS G5494J103 138 -14 -9.21 45 9.76 0.0044
2022-10-21 2022-09-30 13F LINDE SHS G5494J103 152 -37 -19.58 41 -24.07 0.0045
2022-08-02 2022-06-30 13F LINDE SHS G5494J103 189 -1 -0.53 54 -11.48 0.0057
2022-05-02 2022-03-31 13F LINDE SHS G5494J103 190 63 49.61 61 38.64 0.0058
2022-02-03 2021-12-31 13F LINDE SHS G5494J103 127 24 23.30 44 46.67 0.0041
2021-11-09 2021-09-30 13F LINDE SHS G5494J103 103 48 87.27 30 87.50 0.0031
2021-08-04 2021-06-30 13F LINDE SHS G5494J103 55 0 0.00 16 6.67 0.0024
2021-04-28 2021-03-31 13F LINDE SHS G5494J103 55 0 0.00 15 7.14 0.0031
2021-02-01 2020-12-31 13F LINDE SHS G5494J103 55 0 0.00 14 7.69 0.0029
2020-10-28 2020-09-30 13F LINDE SHS G5494J103 55 0 0.00 13 8.33 0.0031
2020-08-05 2020-06-30 13F LINDE SHS G5494J103 55 0 0.00 12 20.00 0.0031
2020-04-29 2020-03-31 13F LINDE SHS G5494J103 55 0 0.00 10 -16.67 0.0030
2020-02-03 2019-12-31 13F LINDE SHS G5494J103 55 0 0.00 12 9.09 0.0030
2019-10-30 2019-09-30 13F LINDE SHS G5494J103 55 0 0.00 11 0.00 0.0028
2019-08-06 2019-06-30 13F LINDE SHS G5494J103 55 0 0.00 11 10.00 0.0028
2019-04-23 2019-03-31 13F LINDE COM G5494J103 55 0 0.00 10 11.11 0.0026
2019-01-26 2018-12-31 13F LINDE COM G5494J103 55 55 9 0.0024
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.