SUCCESSION FINANCIAL, INC.
Q2 2026 13F Holdings
Location
McKinney, TX
Holdings as of
6/30/2026
Value
$105M
Value excl. options
$103M
Num holdings
50
Date filed
8/7/2026
Form type
13F-HR
Prev filing
Next filing
10/14/2026
SEC
View on sec.gov
Compare Q2 2026 to
2026 Q3
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Issuer Name
Cl
CUSIP
Value ($000)
% Excl. Options
Shares
Principal
Option Type