Skip to main content

Naviter Wealth, LLC

SEC CIK
0001855567
Latest filing
Aug 7, 2026

LIN holding history

Linde PLC in every 13F filed by Naviter Wealth, 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)
7,597
Value
$3.94M
% of portfolio
0.4%
Quarters held
17
Since Q2 2022
Holdings of LIN by Naviter Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,597$3.94M0.4%+1,536+25.3%AddedHolders
Q1 20266,061$3.00M0.4%+297+5.2%AddedHolders
Q4 20255,764$2.46M0.3%−1,842−24.2%ReducedHolders
Q3 20257,606$3.61M0.4%+430+6.0%AddedHolders
Q2 20257,176$3.37M0.4%+209+3.0%AddedHolders
Q1 20256,967$3.20M0.4%−46−0.7%ReducedHolders
Q4 20247,013$2.94M0.4%+235+3.5%AddedHolders
Q3 20246,778$3.23M0.4%+214+3.3%AddedHolders
Q2 20246,564$2.88M0.4%+464+7.6%AddedHolders
Q1 20246,100$2.83M0.5%+246+4.2%AddedHolders
Q4 20235,854$2.40M0.5%+940+19.1%AddedHolders
Q3 20234,914$1.83M0.4%+243+5.2%AddedHolders
Q2 20234,671$1.78M0.5%+507+12.2%AddedHolders
Q1 20234,164$1.48M0.5%−124−2.9%ReducedHolders
Q4 20224,288$1.41M0.4%−39−0.9%ReducedHolders
Q3 20224,327$1.17M0.5%+789+22.3%AddedHolders
Q2 20223,538$1.02M0.4%+3,538NewHolders