Linde plc
DE ˙ DUSE ˙ IE000S9YS762
DETTE SYMBOL ER IKKE LÆNGERE AKTIVT
SecurityDE:WM2 / Linde plc
InstitutionWendell David Associates Inc
Latest Disclosed Ownership1,076 shares
Latest Disclosed Value $ 533
Wendell David Associates Inc ownership in WM2 / Linde plc

On April 23, 2026 - Wendell David Associates Inc filed a 13F-HR form disclosing ownership of 1,076 shares of Linde plc (DE:WM2) valued at $533 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 1,076 shares of Linde plc.

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)
2026-04-23 2026-03-31 13F Linde COMM G5494J103 1,076 0 0.00 1 0.0580
2026-01-30 2025-12-31 13F Linde COMM G5494J103 1,076 0 0.00 0 0.0466
2025-10-30 2025-09-30 13F Linde COMM G5494J103 1,076 0 0.00 1 0.0504
2025-07-29 2025-06-30 13F Linde COMM G5494J103 1,076 -20 -1.82 1 0.0508
2025-04-18 2025-03-31 13F Linde COMM G5494J103 1,096 0 0.00 1 0.0509
2025-01-17 2024-12-31 13F Linde COMM G5494J103 1,096 -240 -17.96 0 0.0454
2024-10-21 2024-09-30 13F Linde COMM G5494J103 1,336 125 10.32 1 0.0609
2024-07-22 2024-06-30 13F Linde COMM G5494J103 1,211 60 5.21 1 0.0541
2024-04-22 2024-03-31 13F Linde COMM G5494J103 1,151 -19 -1.62 1 0.0540
2024-01-22 2023-12-31 13F Linde COMM G5494J103 1,170 80 7.34 0 0.0518
2023-10-20 2023-09-30 13F Linde COMM G5494J103 1,090 465 74.40 0 0.0478
2023-07-20 2023-06-30 13F Linde COMM G5494J103 625 0 0.00 0 0.0269
2023-04-19 2023-03-31 13F Linde COMM G5494J103 625 0 0.00 0 0.0263
2023-01-17 2022-12-31 13F Linde COMM G5494J103 625 625 0 0.0251
2022-10-18 2022-09-30 13F Linde COMM G5494J103 0 -811 -100.00 0 -100.00
2022-07-14 2022-06-30 13F Linde COMM G5494J103 811 25 3.18 233 -7.17 0.0296
2022-04-22 2022-03-31 13F Linde COMM G5494J103 786 0 0.00 251 -7.72 0.0279
2022-01-24 2021-12-31 13F Linde COMM G5494J103 786 786 272 0.0275
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.