Position in IEP
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$235,853
+$2,845 QoQ
Shares Held
32,712
+6.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#34
of 116 holders
Holding Since
Mar 2024
10 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, 2026United Advisor Group, LLC holds $1,159,835 across 3 Oil & Gas Refining & Marketing names. IEP ranks #3 (20.3% of the industry book) .
All Filings in IEP
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $235,853 | 32,712 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $233,008 | 30,862 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $251,664 | 33,333 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $283,122 | 33,625 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $240,284 | 29,849 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $256,995 | 28,366 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $250,909 | 28,940 | Shares | Sole | 2025-02-24 | |
| 2024-09-30 | $391,133 | 28,930 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $442,504 | 26,851 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $422,511 | 24,839 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||