VOLATO GROUP, INC. - Common Stock (SOARW)

CUSIP: 74349W112

Q1 2024 13F Holders as of 31 Mar 2024

Holder snapshot 6 signals
Share change
+97,273
SEC-reported price per share
$0.15
Number of holders
40
Value change
+$23,564
Number of buys
2
Number of sells
10
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
52,374,907

Security key

74349W112

Report period

Q1 2024

Institutions

40

Top holders

10

Ownership snapshot

Top reported holders of SOARW - VOLATO GROUP, INC. - Common Stock (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
13F
—
denominator unverified
$524,080
138,829 shares
— 31 Dec 2023
Neuberger Berman Group LLC
13F
Company
13F
—
denominator unverified
$437,319
115,846 shares
— 31 Dec 2023
Bank of New York Mellon Corp
13F
Company
13F
—
denominator unverified
$340,411
90,175 shares
— 31 Dec 2023
Chicago Capital, LLC
13F
Company
13F
—
denominator unverified
$202,434
53,625 shares
— 31 Dec 2023
MERCER GLOBAL ADVISORS INC /ADV
13F
Company
13F
—
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
40
Shares
10,537,566
Rows available
40
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 2026 Across Filers

Q1 2026 holders
1
Q1 2024 holders
40
Holder diff
39
Investor Q1 2026 Shares Q1 2024 Shares Share Diff Share Chg % Q1 2026 value Q1 2024 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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