OXFORD FINANCIAL GROUP, LTD. LLC
Position in KE — Kimball Electronics, Inc.
CIK 1245862
INDIANAPOLIS, IN
Position in KE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$7,314,355
-$798,522 QoQ
Shares Held
285,717
-16.6% QoQ
Ownership
1.19%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
#18
of 172 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KE Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026OXFORD FINANCIAL GROUP, LTD. LLC holds $8,683,871 across 3 Electrical Equipment & Parts names. KE ranks #1 (84.2% of the industry book) .
All Filings in KE
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,314,355 | 285,717 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $8,112,877 | 342,460 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $9,527,237 | 342,460 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $10,225,855 | 342,460 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $6,585,505 | 342,460 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,633,467 | 342,460 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,415,268 | 342,513 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $6,338,934 | 342,460 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $7,555,031 | 343,723 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $7,414,518 | 342,472 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $12,492,295 | 463,536 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $9,376,554 | 342,460 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,319,646 | 156,339 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $3,767,769 | 156,339 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,531,698 | 156,339 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,681,213 | 156,339 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $3,142,413 | 156,339 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $3,125,216 | 156,339 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $3,401,936 | 156,339 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||