Root Financial Partners, LLC

Position in KE — Kimball Electronics, Inc.

CIK 1977181 ENCINITAS, CA

Position in KE

as of Mar 31, 2026 · filed Apr 24, 2026 Compact

Position Value

$19,804

-$2,479 QoQ

Shares Held

836

+4.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Root Financial Partners, LLC holds $727,101 across 2 Electrical Equipment & Parts names.

#	Ticker	Company	Shares	Value (USD)	Open
1	VRT	Vertiv Holdings Co	1,507	$504,573
2	NVT	nVent Electric plc	1,312	$222,528

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$19,804	836	+4.4%	Shares	Sole	2026-04-24
2025-12-31	$22,283	801	0.0%	Shares	Sole	2026-02-10
2025-09-30	$23,917	801	—	Shares	Sole	2025-10-29
No filing history on record for this holder in this stock.