SEC 13F Intelligence

Stone Summit Wealth LLC / LIN

Stone Summit Wealth LLC’s Linde PLC Position

Does Stone Summit Wealth LLC own Linde PLC (LIN)? Yes — 8.4K shares worth $4M (+1.15% of its 13F portfolio) as of Q1 2026, down from 8.5K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
8.4K
% of Portfolio
+1.15%
Quarters Held
13
currently held

Position History LIN

Reported value by quarter
Q1 ’23: $3MQ1 ’23Q2 ’23: $3MQ3 ’23: $3MQ3 ’23Q4 ’23: $3MQ1 ’24: $4MQ1 ’24Q2 ’24: $4MQ3 ’24: $4MQ3 ’24Q4 ’24: $3MQ1 ’25: $4MQ1 ’25Q2 ’25: $4MQ3 ’25: $4MQ3 ’25Q4 ’25: $4MQ1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20268.4K$4M+1.15%
Q4 20258.5K$4M+0.98%
Q3 20258.1K$4M+1.09%
Q2 20258.0K$4M+1.17%
Q1 20257.9K$4M+1.25%
Q4 20247.8K$3M+1.10%
Q3 20247.9K$4M+1.21%
Q2 20248.0K$4M+1.26%
Q1 20248.0K$4M+1.29%
Q4 20238.2K$3M+1.30%
Q3 20238.4K$3M+1.35%
Q2 20238.5K$3M+1.35%
Q1 20238.4K$3M+1.32%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Stone Summit Wealth LLC’s full portfolio or all institutional holders of LIN.