Linde plc
DE ˙ DUSE ˙ IE000S9YS762
DETTE SYMBOL ER IKKE LÆNGERE AKTIVT
SecurityDE:WM2 / Linde plc
InstitutionTraveka Wealth, LLC
Latest Disclosed Ownership1,062 shares
Latest Disclosed Value $ 526,700
Traveka Wealth, LLC reports 1.53% increase in ownership of WM2 / Linde plc

On April 22, 2026 - Traveka Wealth, LLC filed a 13F-HR form disclosing ownership of 1,062 shares of Linde plc (DE:WM2) valued at $526,700 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 1,046 shares of Linde plc. This represents a change in shares of 1.53% 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)
2026-04-22 2026-03-31 13F LINDE SHS G54950103 1,062 16 1.53 527 17.94 0.2011
2026-01-08 2025-12-31 13F LINDE SHS G54950103 1,046 -63 -5.68 446 -15.21 0.1816
2025-10-17 2025-09-30 13F LINDE SHS G54950103 1,109 20 1.84 527 2.94 0.2353
2025-07-16 2025-06-30 13F LINDE SHS G54950103 1,089 -55 -4.81 511 -3.95 0.2708
2025-04-29 2025-03-31 13F LINDE SHS G54950103 1,144 34 3.06 533 14.66 0.2987
2025-01-13 2024-12-31 13F LINDE SHS G54950103 1,110 31 2.87 465 -9.73 0.2563
2024-10-08 2024-09-30 13F LINDE SHS G54950103 1,079 44 4.25 515 13.22 0.2613
2024-07-16 2024-06-30 13F LINDE SHS G54950103 1,035 14 1.37 454 -4.22 0.2218
2024-04-16 2024-03-31 13F LINDE SHS G54950103 1,021 55 5.69 474 19.70 0.2191
2024-01-24 2023-12-31 13F LINDE SHS G54950103 966 966 397 0.1996
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.