Security key
74349W104
- Security type / class
- Equity / CL A COM
- Total 13F shares
- 775,923
- Total 13F value
- $2,757,455
- Share change
- +253,700
- SEC-reported price per share
- $3.55
- Number of holders
- 17
- Value change
- +$880,555
- Number of buys
- 11
- Number of sells
- 4
Report period
Q1 2024
Institutions
17
Top holders
10
SOAR full security history
Ownership snapshot
Full 13F holder table
SOAR AI, Inc. SEC filings
SOAR AI, Inc. company facts
Broader feeds
Ownership snapshot
Top reported holders of SOAR - Volato Group, Inc. - CL A COM (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
PROOF Acquisition Sponsor...
Disclosed value leader
BOSTON FINANCIAL MANGEMEN...
Comparable rows
0/15
Latest evidence
31 Dec 2023
3/4/5
13F
Highest disclosed value: $524,080
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
BOSTON FINANCIAL MANGEMENT LLC has the largest disclosed position value at $524.1K.
0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens BOSTON FINANCIAL MANGEMENT LLC's linked filing trail.
Disclosed position value
Top 5
BOSTON FINANCIAL MANGEMENT LLC
$524.1K
Neuberger Berman Group LLC
$437.3K
Bank of New York Mellon Corp
$340.4K
Chicago Capital, LLC
$202.4K
MERCER GLOBAL ADVISORS INC /ADV
$194K
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| PROOF Acquisition Sponsor I, LLC |
3/4/5
10%+ Owner
|
—
mixed-class rows
|
—
6,915,413 shares
mixed-class rows
|
— | 01 Dec 2023 |
| BOSTON FINANCIAL MANGEMENT LLC |
13F
Company
|
—
denominator unverified
|
$524,080
138,829 shares
|
— | 31 Dec 2023 |
| Neuberger Berman Group LLC |
13F
Company
|
—
denominator unverified
|
$437,319
115,846 shares
|
— | 31 Dec 2023 |
| Bank of New York Mellon Corp |
13F
Company
|
—
denominator unverified
|
$340,411
90,175 shares
|
— | 31 Dec 2023 |
| Chicago Capital, LLC |
13F
Company
|
—
denominator unverified
|
$202,434
53,625 shares
|
— | 31 Dec 2023 |
| MERCER GLOBAL ADVISORS INC /ADV |
13F
Company
|
—
denominator unverified
|
$194,000
51,457 shares
|
— | 31 Dec 2023 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q1 2024
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
17
Shares
775,923
Rows available
17
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q1 2024 vs Q1 2024 Across Filers
Q1 2024 holders
17
Q1 2024 holders
17
Holder diff
0
| Investor | Q1 2024 Shares | Q1 2024 Shares | Share Diff | Share Chg % | Q1 2024 value | Q1 2024 value | Value change | Value Chg % |
|---|