Legacy Financial Advisors, Inc.
Position in KE — Kimball Electronics, Inc.
CIK 1730810
COVINGTON, KY
Position in KE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,161,548
+$86,662 QoQ
Shares Held
45,373
0.0% QoQ
Ownership
0.189%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#61
of 172 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KE Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Legacy Financial Advisors, Inc. holds $1,581,747 across 2 Electrical Equipment & Parts names. KE ranks #1 (73.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KE |
Kimball Electronics, Inc.
This page
|
45,373 | $1,161,548 | |
| 2 | VRT |
Vertiv Holdings Co
|
1,255 | $420,199 |
All Filings in KE
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,161,548 | 45,373 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,074,886 | 45,373 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,262,276 | 45,373 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,136,202 | 38,051 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $731,720 | 38,051 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $625,938 | 38,051 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $712,695 | 38,051 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $583,120 | 31,503 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $692,435 | 31,503 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $682,039 | 31,503 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $849,005 | 31,503 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $634,476 | 23,173 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $640,269 | 23,173 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $558,469 | 23,173 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $523,478 | 23,173 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $252,036 | 14,696 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $295,389 | 14,696 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $293,773 | 14,696 | Shares | Sole | 2022-05-04 | |
| No filing history on record for this holder in this stock. | ||||||