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Phillips Wealth Planners LLC

SEC CIK
0001962628
Latest filing
Aug 7, 2026

LIN holding history

Linde PLC in every 13F filed by Phillips Wealth Planners 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)
1,329
Value
$715.3K
% of portfolio
0.5%
Quarters held
3
Since Q4 2025
Holdings of LIN by Phillips Wealth Planners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,329$715.3K0.5%+135+11.3%AddedHolders
Q1 20261,194$602.3K0.5%+601+101.3%AddedHolders
Q4 2025593$260.5K0.2%+593NewHolders