LIN Linde AG

Ownership history in BARTLETT & CO. WEALTH MANAGEMENT LLC  ·  17 quarters on record

AI Ownership Summary

BARTLETT & CO. WEALTH MANAGEMENT LLC reported Linde AG (LIN) in 17 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.69% in 2025 Q1. The latest visible filing shows LIN at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LIN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BARTLETT & CO. WEALTH MANAGEMENT LLC's position in Linde AG, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

LIN was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.69% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BARTLETT & CO. WEALTH MANAGEMENT LLC held LIN — position size vs. price
% of Fund (quarterly)    LIN price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 17 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 82 -228,869 -100.0% 0.00% $35K 2026-02-14 (Est.) $479.39
2025 Q4 ADDED 228,951 +228,869 +279108.5% 1.28% $97.6M 2026-02-14 (Est.) $479.39
2025 Q3 REDUCED 82 -235,797 -100.0% 0.00% $39K 2025-10-09 $454.95
2025 Q3 ADDED 235,879 +235,797 +287557.3% 1.48% $112.0M 2025-10-09 $454.95
2025 Q2 REDUCED 82 -249,660 -100.0% 0.00% $38K 2025-07-18 $460.28
2025 Q2 ADDED 249,742 +3,230 +1.3% 1.64% $117.2M 2025-07-18 $460.28
2025 Q1 ADDED 246,512 +246,430 +300524.4% 1.69% $114.8M 2025-04-24 $443.55
2025 Q1 UNCHANGED 82 0% 0.00% $38K 2025-04-24 $443.55
2024 Q4 REDUCED 82 -232,801 -100.0% 0.00% $34K 2025-01-17 $428.77
2024 Q4 ADDED 232,883 +232,716 +139350.9% 1.41% $97.5M 2025-01-17 $428.77
2024 Q3 REDUCED 167 -227,166 -99.9% 0.00% $80K 2024-10-17 $476.55
2024 Q3 ADDED 227,333 +227,166 +136027.5% 1.56% $108.4M 2024-10-17 $476.55
2024 Q2 REDUCED 167 -224,102 -99.9% 0.00% $73K 2024-07-12 $430.81
2024 Q2 ADDED 224,269 +2,111 +1.0% 1.49% $98.4M 2024-07-12 $430.81
2024 Q1 ADDED 222,158 +221,981 +125413.0% 1.59% $103.2M 2024-05-09 $418.87
2024 Q1 REDUCED 177 -220,476 -99.9% 0.00% $82K 2024-05-09 $418.87
2023 Q4 INITIATED 220,653 1.24% $61.8M 2024-02-14 $406.50

FAQ About BARTLETT & CO. WEALTH MANAGEMENT LLC and LIN

These are the practical questions this page is built to answer before you even open the full history table.

How long has BARTLETT & CO. WEALTH MANAGEMENT LLC reported owning LIN?

BARTLETT & CO. WEALTH MANAGEMENT LLC reported LIN across 17 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported LIN position in BARTLETT & CO. WEALTH MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for LIN was 1.69% in 2025 Q1.

What is the latest reported LIN position on this page?

The most recent filing on this page is 2025 Q4, when BARTLETT & CO. WEALTH MANAGEMENT LLC reported 82 shares, equal to 0.00% of portfolio, with an estimated market value of $35K.

What does the chart on this LIN ownership page compare?

The chart compares BARTLETT & CO. WEALTH MANAGEMENT LLC's quarterly LIN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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