Ownership history in Heirloom Wealth Management · 16 quarters on record
This page tracks every 13F SEC filing in which Heirloom Wealth Management reported a position in LINDE PLC (LIN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 37,679 | +7,944 | +26.7% | 3.71% | $16.1M | $424.96 |
| 2025 Q3 | ADDED | 29,735 | +390 | +1.3% | 3.41% | $14.1M | $471.67 |
| 2025 Q2 | ADDED | 29,345 | +86 | +0.3% | 3.63% | $13.8M | $464.41 |
| 2025 Q1 | ADDED | 29,259 | +1,091 | +3.9% | 3.91% | $13.6M | $459.44 |
| 2024 Q4 | ADDED | 28,168 | +1,828 | +6.9% | 3.54% | $11.8M | $411.72 |
| 2024 Q3 | ADDED | 26,340 | +599 | +2.3% | 3.92% | $12.6M | $467.53 |
| 2024 Q2 | REDUCED | 25,741 | -288 | -1.1% | 3.66% | $11.3M | $428.96 |
| 2024 Q1 | REDUCED | 26,029 | -528 | -2.0% | 4.12% | $12.1M | $452.45 |
| 2023 Q4 | ADDED | 26,557 | +460 | +1.8% | 4.19% | $10.9M | $399.03 |
| 2023 Q3 | REDUCED | 26,097 | -518 | -1.9% | 4.32% | $9.7M | $360.65 |
As of 2025 Q4 — sorted by position size