Beacon Harbor Wealth Advisors, Inc.
Position in IEP — Icahn Enterprises L.P.
CIK 1784093
VIRGINIA BEACH, VA
Position in IEP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$81,833
-$3,859 QoQ
Shares Held
11,350
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#63
of 116 holders
Holding Since
Dec 2020
22 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, 2026Beacon Harbor Wealth Advisors, Inc. holds $81,833 across 1 Oil & Gas Refining & Marketing name. IEP ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IEP |
Icahn Enterprises L.P.
This page
|
11,350 | $81,833 |
All Filings in IEP
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $81,833 | 11,350 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $85,692 | 11,350 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $85,692 | 11,350 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $95,567 | 11,350 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $91,367 | 11,350 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $102,831 | 11,350 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $98,404 | 11,350 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $153,452 | 11,350 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $187,048 | 11,350 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $193,063 | 11,350 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $195,106 | 11,350 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $224,503 | 11,350 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $329,490 | 11,350 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $537,784 | 10,400 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $526,760 | 10,400 | Shares | Sole | 2023-02-10 | |
| 2022-06-30 | $500,448 | 10,400 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $540,072 | 10,400 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $515,736 | 10,400 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $519,480 | 10,400 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $681,876 | 12,400 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $666,128 | 12,400 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $562,437 | 11,100 | Shares | Sole | 2021-01-21 | |
| No filing history on record for this holder in this stock. | ||||||