PENSION & WEALTH MANAGEMENT ADVISORS, INC.
PensionPosition in IEP — Icahn Enterprises L.P.
CIK 2145782
WALTHAM, MA
Position in IEP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$36
-$1 QoQ
Shares Held
5
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#111
of 116 holders
Holding Since
Jun 2025
5 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, 2026PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $54,827 across 4 Oil & Gas Refining & Marketing names. IEP ranks #4 (0.1% of the industry book) .
All Filings in IEP
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36 | 5 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $37 | 5 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $37 | 5 | Shares | Sole | 2026-08-07 | |
| 2025-09-30 | $42 | 5 | Shares | Sole | 2026-08-07 | |
| 2025-06-30 | $40 | 5 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||