SUCCESSION FINANCIAL, INC.
All 13F Filings
- Location
- Mckinney, TX
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 103,953
- Description
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- Website
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- Founded
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- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/13/2026 | 48 | 103,953 | 13F-HR | SUCCESSION FINANCIAL, INC. |
| 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):
2.214 K
(2.1% of total reported value)
· QoQ Δ:
+78
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 34.65 K | 34.1% | 970 | 0 | 970 |
| ETFs | 66.6 K | 65.5% | 0 | 2.278 K | -2.278 K |
| Debt | 489 | 0.5% | 2 | 0 | 2 |
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Fund Snapshot
Q3 2026
Latest filed
10/13/2026
Total value ($000)
103,953
Holdings
48
QoQ value change ($000)
-1,228
(-1.2%)
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.