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Key Financial Inc

Position in IEP — Icahn Enterprises L.P.

CIK 1801720 WEST CHESTER, PA

Position in IEP

as of Jun 30, 2026 · filed Jul 24, 2026
Position Value
$64
-$3 QoQ
Shares Held
9
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#109
of 116 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in IEP Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas Refining & Marketing

Energy · as of Jun 30, 2026

Key Financial Inc holds $1,726,361 across 8 Oil & Gas Refining & Marketing names. IEP ranks #8 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
8 IEP
Icahn Enterprises L.P.
This page
9 $64

All Filings in IEP

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14 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $64 9
2026-03-31 $67 9
2025-12-31 $67 9
2025-09-30 $75 9
2025-06-30 $72 9
2025-03-31 $81 9
2024-12-31 $78 9
2024-09-30 $121 9
2024-06-30 $148 9
2024-03-31 $153 9
2023-12-31 $154 9
2023-09-30 $178 9
2023-06-30 $261 9
2023-03-31 $465 9