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Summit Financial, LLC

SEC CIK
0001765536
Latest filing
Aug 12, 2026

LIN holding history

Linde PLC in every 13F filed by Summit Financial, 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)
8,464
Value
$4.39M
% of portfolio
<0.1%
Quarters held
21
Since Q2 2021
Holdings of LIN by Summit Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,464$4.39M<0.1%+55+0.7%AddedHolders
Q1 20268,409$4.17M0.1%−345−3.9%ReducedHolders
Q4 20258,754$3.73M0.1%−588−6.3%ReducedHolders
Q3 20259,342$4.44M0.1%+303+3.4%AddedHolders
Q2 20259,039$4.24M0.1%+396+4.6%AddedHolders
Q1 20258,643$4.02M0.1%+467+5.7%AddedHolders
Q4 20248,176$3.42M0.1%+47+0.6%AddedHolders
Q3 20248,129$3.88M0.2%+322+4.1%AddedHolders
Q2 20247,807$3.43M0.2%+3,597+85.4%AddedHolders
Q1 20244,210$1.95M0.1%−196−4.4%ReducedHolders
Q4 20234,406$1.81M0.1%+7+0.2%AddedHolders
Q3 20234,399$1.64M0.1%−117−2.6%ReducedHolders
Q2 20234,516$1.72M0.1%+8+0.2%AddedHolders
Q1 20234,508$1.60M0.1%+19+0.4%AddedHolders
Q4 20224,489$1.46M0.1%−19−0.4%ReducedHolders
Q3 20224,508$1.22M0.1%−1,377−23.4%ReducedHolders
Q2 20225,885$1.69M0.2%−5−0.1%ReducedHolders
Q1 20225,890$1.88M0.1%+658+12.6%AddedHolders
Q4 20215,232$1.81M0.1%+986+23.2%AddedHolders
Q3 20214,246$1.25M0.1%+1,021+31.7%AddedHolders
Q2 20213,225$932.5K0.1%+3,225NewHolders