Skip to main content

Congress Wealth Management LLC

SEC CIK
0001904976
Latest filing
Aug 13, 2025

LIN holding history

Linde PLC in every 13F filed by Congress Wealth Management 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 2025 holdings

Shares (Q2 2025)
44,181
Value
$20.7M
% of portfolio
0.2%
Quarters held
15
Since Q4 2021
Holdings of LIN by Congress Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202544,181$20.7M0.2%+1,513+3.5%AddedHolders
Q1 202542,668$19.9M0.2%+3,390+8.6%AddedHolders
Q4 202439,278$16.4M0.2%+1,198+3.1%AddedHolders
Q3 202438,080$18.2M0.2%+203+0.5%AddedHolders
Q2 202437,877$16.6M0.3%+575+1.5%AddedHolders
Q1 202437,302$17.3M0.3%−328−0.9%ReducedHolders
Q4 202337,630$15.5M0.3%−212−0.6%ReducedHolders
Q3 202337,842$14.1M0.3%+2,141+6.0%AddedHolders
Q2 202335,701$13.6M0.3%+458+1.3%AddedHolders
Q1 202335,243$12.5M0.3%+33,817+2,371.5%AddedHolders
Q4 20221,426$465.1K<0.1%+46+3.3%AddedHolders
Q3 20221,380$373.0K<0.1%00.0%UnchangedHolders
Q2 20221,380$397.0K<0.1%−135−8.9%ReducedHolders
Q1 20221,515$484.0K<0.1%−486−24.3%ReducedHolders
Q4 20212,001$693.0K<0.1%–No prior filingHolders