Global Wealth Strategies & Associates LIN — LINDE PLC SHS

Ownership history in Global Wealth Strategies & Associates  ·  7 quarters on record

AI Ownership Summary

Global Wealth Strategies & Associates reported LINDE PLC SHS (LIN) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.03% in 2025 Q3. The latest visible filing shows LIN at 0.03% 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 Global Wealth Strategies & Associates's position in LINDE PLC SHS, 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
2026 Q1

LIN was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2025 Q3

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

Time in book
Holding Window
2024 Q3 to 2026 Q1

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.

LIN stock page Global Wealth Strategies & Associates fund profile Global Wealth Strategies & Associates full holdings
How Global Wealth Strategies & Associates held LIN — position size vs. price
% of Fund (quarterly)    LIN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 216 +5 +2.4% 0.03% $107K 2026-05-15 (Est.) $501.14
2025 Q4 REDUCED — — — 211 -8 -3.7% 0.02% $90K 2026-01-02 $427.67
2025 Q3 ADDED — — — 219 +63 +40.4% 0.03% $104K 2025-10-02 $466.19
2025 Q2 REDUCED 13.8% +1.9% ❌ 156 -25 -13.8% 0.02% $73K 2025-07-07 $464.82
2025 Q1 ADDED — — — 181 +110 +154.9% 0.03% $84K 2025-04-02 $463.49
2024 Q4 ADDED — — — 71 +42 +144.8% 0.01% $30K 2025-01-02 $407.30
2024 Q3 INITIATED — — — 29 — — 0.00% $14K 2024-10-01 $465.73

🏢 Other funds also holding LIN

As of 2026 Q1 — sorted by position size

WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 3Y 7Y 6.86% Hikari Power Ltd 3Y 7Y 6.79% CAISSE DES DEPOTS ET CONSIGNATIONS 6.07% Exane Asset Management 3Y 7Y 5.99% Clio Asset Management LLC 5.35% Polaris Capital Management, LLC 3Y 7Y 5.05% Wallington Asset Management, LLC 3Y 7Y 4.66% Reliant Investment Management, LLC 3Y 7Y 4.15% Ayrshire Capital Management LLC 3Y 4.09% Heirloom Wealth Management 3Y 3.92%

FAQ About Global Wealth Strategies & Associates and LIN

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

How long has Global Wealth Strategies & Associates reported owning LIN?

Global Wealth Strategies & Associates reported LIN across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported LIN position in Global Wealth Strategies & Associates's portfolio?

The largest reported portfolio weight for LIN was 0.03% in 2025 Q3.

What is the latest reported LIN position on this page?

The most recent filing on this page is 2026 Q1, when Global Wealth Strategies & Associates reported 216 shares, equal to 0.03% of portfolio, with an estimated market value of $107K.

What does the chart on this LIN ownership page compare?

The chart compares Global Wealth Strategies & Associates'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.

How well did Global Wealth Strategies & Associates time their LIN position?

Based on 13F filing dates vs. subsequent LIN price moves, Global Wealth Strategies & Associates correctly timed 2 out of 6 reported position changes (33%). The annualised alpha on LIN relative to SPY over the holding period was -9.9%.

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