Atlantic Edge Private Wealth Management, LLC

Position in IEP — Icahn Enterprises L.P.

CIK 2011145 JACKSONVILLE, FL

Back to IEP Full portfolio

Position in IEP

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$1,442

-$68 QoQ

Shares Held

200

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#98

of 116 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in IEP Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas Refining & Marketing

Energy · as of Jun 30, 2026

Atlantic Edge Private Wealth Management, LLC holds $2,692,010 across 4 Oil & Gas Refining & Marketing names. IEP ranks #4 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	7,661	$1,995,230
2	MPC	Marathon Petroleum Corp	2,680	$685,195
3	PSX	Phillips 66	60	$10,143
4	IEP	Icahn Enterprises L.P. This page	200	$1,442

All Filings in IEP

Export CSV

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,442	200	0.0%	Shares	Sole	2026-07-23
2026-03-31	$1,510	200	0.0%	Shares	Sole	2026-04-22
2025-12-31	$1,510	200	—	Shares	Sole	2026-01-27
No filing history on record for this holder in this stock.