SUCCESSION FINANCIAL, INC.
Q3 2026 13F Holdings
Location
McKinney, TX
Holdings as of
9/30/2026
Value
$104M
Value excl. options
$102M
Num holdings
48
Date filed
10/14/2026
Form type
13F-HR
Prev filing
8/7/2026
Next filing
SEC
View on sec.gov
Compare Q3 2026 to
2026 Q2
Sym
Issuer Name
Cl
CUSIP
Value ($000)
% Excl. Options
Shares
Principal
Option Type