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CIK 0002149098 • 2 13F filings • Aug 7, 2026 – Oct 14, 2026
Import this data to Google Sheets with:
=jivedata("succession-financial-inc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
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