Integrated Wealth Concepts LLC

Position in NECB — NorthEast Community Bancorp, Inc./MD/

CIK 1737109 WALTHAM, MA

Position in NECB

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$9,542

-$255,777 QoQ

Shares Held

344

-97.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#102

of 127 holders

Holding Since

Sep 2021

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Integrated Wealth Concepts LLC holds $80,627,164 across 284 Banks - Regional names. NECB ranks #192 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OZK	Bank OZK	158,506	$8,256,577
2	STBA	S&T Bancorp Inc	167,179	$8,205,145
3	PNC	Pnc Financial Services Group, Inc.	26,499	$6,524,583
4	USB	US Bancorp \De\	83,586	$5,048,594
5	CFG	Citizens Financial Group Inc/Ri	60,335	$4,227,673
6	TFC	Truist Financial Corp	67,565	$3,366,088
7	FITB	Fifth Third Bancorp	46,256	$2,607,450
8	HBAN	Huntington Bancshares Inc /Md/	146,313	$2,594,129

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,542	344	-97.7%	Shares	Sole	2026-08-12
2023-12-31	$265,319	14,956	+23.1%	Shares	Sole	2024-02-13
2023-09-30	$179,334	12,150	+0.7%	Shares	Sole	2023-11-15
2023-06-30	$179,452	12,060	0.0%	Shares	Sole	2023-08-15
2023-03-31	$158,227	12,060	0.0%	Shares	Sole	2023-05-03
2022-12-31	$179,935	12,060	0.0%	Shares	Sole	2023-02-13
2022-09-30	$149,544	12,060	0.0%	Shares	Sole	2022-11-14
2022-06-30	$141,946	12,060	0.0%	Shares	Sole	2022-08-08
2021-12-31	$134,227	12,060	0.0%	Shares	Sole	2022-02-15
2021-09-30	$131,333	12,060	—	Shares	Sole	2021-11-15
No filing history on record for this holder in this stock.