CM Wealth Advisors LLC
- SEC CIK
- 0001764581
- Latest filing
- Aug 10, 2026
LIN holding history
Linde PLC in every 13F filed by CM Wealth Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
LIN overviewAll 13F holders of LINFull Q2 2026 holdings
- Shares (Q2 2026)
- 399
- Value
- $207.1K
- % of portfolio
- <0.1%
- Quarters held
- 9
- Since Q2 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 399 | $207.1K | <0.1% | −150−27.3% | Reduced | Holders |
| Q1 2026 | 549 | $272.2K | 0.1% | +71+14.9% | Added | Holders |
| Q4 2025 | 478 | $203.8K | <0.1% | +28+6.2% | Added | Holders |
| Q3 2025 | 450 | $213.8K | 0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 450 | $211.1K | 0.1% | 00.0% | Unchanged | Holders |
| Q1 2025 | 450 | $209.5K | 0.1% | +450 | New | Holders |
| Q4 2024 | 0 | $0 | 0.0% | −462−100.0% | Sold out | Holders |
| Q3 2024 | 462 | $220.3K | 0.1% | +462 | New | Holders |
| Q2 2024 | 0 | $0 | 0.0% | −707−100.0% | Sold out | Holders |
| Q1 2024 | 707 | $304.0K | 0.1% | +707 | New | Holders |
| Q3 2023 | 0 | $0 | 0.0% | −707−100.0% | Sold out | Holders |
| Q2 2023 | 707 | $274.8K | 0.1% | +707 | New | Holders |