SUCCESSION FINANCIAL, INC.

13F Portfolio Filings

Most recent 13F
Q2 2026
Location
Mckinney, TX
CIK
0002149098
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2026 50 105,180 SPXL, TXN, VTC, GLD 13F-HR 8/7/2026 000175496026000705