SUCCESSION FINANCIAL, INC.
All 13F Filings
- Location
- Mckinney, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 105,181
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/7/2026 | 50 | 105,181 | 13F-HR | SUCCESSION FINANCIAL, INC. |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
2.136 K
(2.0% of total reported value)
· QoQ Δ:
+2.136 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 33.68 K | 32.7% | 33.68 K | 0 | 33.68 K |
| ETFs | 68.88 K | 66.8% | 68.88 K | 0 | 68.88 K |
| Debt | 487 | 0.5% | 487 | 0 | 487 |
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Fund Snapshot
Q2 2026
Latest filed
8/7/2026
Total value ($000)
105,181
Holdings
50
QoQ value change ($000)
—
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.