True Wealth Design’s Northeast Community Bancorp NECB Stock Holding History

True Wealth Design’s Portfolio NECB Stock Details NECB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.02K	Hold	39	–	–	﹤0.01%	1931
2026 Q2	$1.08K	Buy	39 +5	+15%	+$124	﹤0.01%	1951
2026 Q1	$810	Buy	34 +1	+3%	+$24	﹤0.01%	1883
2025 Q4	$747	Buy	33 +1	+3%	+$21	﹤0.01%	1816
2025 Q3	$659	Buy	32 +18	+129%	+$397	﹤0.01%	1911
2025 Q2	$326	Sell	14 -1	-7%	-$23	﹤0.01%	1898
2025 Q1	$352	Buy	+15	New	+$358	﹤0.01%	1710

Other funds holding NECB

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

DSC

Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

True Wealth Design's NECB Position: Q3 2026 in Review

True Wealth Design held its Northeast Community Bancorp (NECB) position steady in Q3 2026 at 39 shares worth $1.02K. The position accounts for ﹤0.01% of the portfolio, ranked #1931.

True Wealth Design first reported a position in NECB in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.08K in Q2 2026. 12 funds tracked by Wall St. Rank hold NECB as of Q3 2026.

True Wealth Design held 39 shares of Northeast Community Bancorp worth $1.02K as of Q3 2026.
True Wealth Design left its Northeast Community Bancorp share count unchanged in Q3 2026.
Northeast Community Bancorp made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1931 holding.
True Wealth Design first reported a position in Northeast Community Bancorp in Q1 2025 and has held it in 7 quarters since.
True Wealth Design's Northeast Community Bancorp position peaked at $1.08K in Q2 2026.
12 funds tracked by Wall St. Rank held Northeast Community Bancorp as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.