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Rooted Wealth Advisors, Inc.

SEC CIK
0001963732
Latest filing
Jul 28, 2026

LIN holding history

Linde PLC in every 13F filed by Rooted Wealth Advisors, Inc., 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)
1,221
Value
$633.6K
% of portfolio
0.2%
Quarters held
15
Since Q4 2022
Holdings of LIN by Rooted Wealth Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,221$633.6K0.2%−25−2.0%ReducedHolders
Q1 20261,246$620.7K0.2%+687+122.9%AddedHolders
Q4 2025559$264.6K0.1%−4−0.7%ReducedHolders
Q3 2025563$262.8K0.1%−194−25.6%ReducedHolders
Q2 2025757$354.9K0.1%+5+0.7%AddedHolders
Q1 2025752$329.3K0.1%00.0%UnchangedHolders
Q4 2024752$312.0K0.1%00.0%UnchangedHolders
Q3 2024752$348.0K0.2%00.0%UnchangedHolders
Q2 2024752$335.0K0.1%00.0%UnchangedHolders
Q1 2024752$347.0K0.2%00.0%UnchangedHolders
Q4 2023752$313.0K0.2%00.0%UnchangedHolders
Q3 2023752$307.0K0.2%00.0%UnchangedHolders
Q2 2023752$276.0K0.2%00.0%UnchangedHolders
Q1 2023752$270.0K0.2%00.0%UnchangedHolders
Q4 2022752$245.0K0.2%–No prior filingHolders