Ownership history in IBEX WEALTH ADVISORS · 11 quarters on record
This page tracks every 13F SEC filing in which IBEX WEALTH ADVISORS 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 Q3 | ADDED | 1,919 | +268 | +16.2% | 0.09% | $912K | $471.67 |
| 2025 Q2 | REDUCED | 1,651 | -269 | -14.0% | 0.08% | $775K | $464.41 |
| 2024 Q4 | REDUCED | 1,920 | -27,742 | -93.5% | 0.09% | $804K | $411.72 |
| 2024 Q3 | ADDED | 29,662 | +21,088 | +246.0% | 0.38% | $1.4M | $467.53 |
| 2024 Q2 | ADDED | 8,574 | +2,957 | +52.6% | 0.59% | $3.8M | $428.96 |
| 2024 Q1 | ADDED | 5,617 | +5,610 | +80142.9% | 0.50% | $1.8M | $452.45 |
| 2023 Q4 | REDUCED | 7 | -6,141 | -99.9% | 0.66% | $3K | $399.03 |
| 2023 Q3 | ADDED | 6,148 | +713 | +13.1% | 0.58% | $2.3M | $360.65 |
| 2023 Q1 | REDUCED | 5,435 | -182 | -3.2% | 0.50% | $1.9M | $341.90 |
| 2022 Q4 | ADDED | 5,617 | +5,366 | +2137.8% | 0.41% | $1.8M | $312.58 |
As of 2025 Q4 — sorted by position size