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Consilio Wealth Advisors, LLC

SEC CIK
0001908944
Latest filing
Aug 10, 2026

LIN holding history

Linde PLC in every 13F filed by Consilio 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)
495
Value
$256.9K
% of portfolio
0.1%
Quarters held
6
Since Q3 2024
Holdings of LIN by Consilio Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026495$256.9K0.1%−15−2.9%ReducedHolders
Q1 2026510$252.9K0.1%+510NewHolders
Q4 20250$00.0%−534−100.0%Sold outHolders
Q3 2025534$253.7K0.1%+11+2.1%AddedHolders
Q2 2025523$242.6K0.1%+42+8.7%AddedHolders
Q1 2025481$224.0K0.1%+481NewHolders
Q4 20240$00.0%−487−100.0%Sold outHolders
Q3 2024487$232.2K0.1%+487NewHolders