Total Wealth Planning & Management, Inc.

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

CIK 2058383 Ponte Vedra Beach, FL

Position in NECB

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$334,128

+$74,804 QoQ

Shares Held

12,045

+10.5% QoQ

Ownership

0.087%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#61

of 128 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Total Wealth Planning & Management, Inc. holds $1,469,720 across 3 Banks - Regional names. NECB ranks #3 (22.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OZK	Bank OZK	13,671	$712,122
2	TFC	Truist Financial Corp	8,500	$423,470
3	NECB	NorthEast Community Bancorp, Inc./MD/ This page	12,045	$334,128

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$334,128	12,045	+10.5%	Shares	Sole	2026-07-28
2026-03-31	$259,324	10,896	—	Shares	Sole	2026-05-05
No filing history on record for this holder in this stock.