SEG Opportunity Fund stakes 5.0M in Volato Group (SOAR)

Rhea-AI Filing Summary

SEG Opportunity Fund, LLC filed a Schedule 13G reporting beneficial ownership of 5,000,000 shares of Volato Group, Inc. Common Stock, representing 9.40% of the class. The filing cites 53,183,044 shares outstanding as of July 6, 2026 as verified with the issuer. The statement is signed by Joseph Reda as Manager on 07/06/2026.

Insights

Governance Analyst

Large passive stake reported by an institutional holder; disclosure improves ownership transparency.

The filing records that SEG Opportunity Fund, LLC beneficially owns 5,000,000 shares (9.40%) of Volato Group, Inc., based on 53,183,044 shares outstanding as of July 6, 2026. This clarifies a substantial minority position in the company's capitalization.

Key dependencies include whether the holder is passive or active (the Schedule 13G form is used for certain passive investors). Subsequent filings could show changes in ownership or intentions.

Equity Capital Markets

A 9.40% stake is large enough to be noticed but not controlling.

A 5,000,000-share position represents a meaningful share block versus the cited outstanding count; it can affect free float and potential secondary-market liquidity.

Material impact depends on the fund's future filings or disclosures about disposition or coordination; timing and cash‑flow treatment are not stated in the excerpt.

Key Figures

Beneficial ownership: 5,000,000 shares Percent of class: 9.40% Shares outstanding: 53,183,044 shares +2 more

5 metrics

Beneficial ownership 5,000,000 shares Amount reported by SEG Opportunity Fund, LLC

Percent of class 9.40% Ownership percentage based on outstanding shares

Shares outstanding 53,183,044 shares Shares outstanding as verified with the issuer as of July 6, 2026

Shared voting power 5,000,000.00 Shared voting power reported on the cover page

CUSIP 74349W302 Volato Group Common Stock CUSIP

Key Terms

Schedule 13G, Beneficially owned, Shared dispositive power

3 terms

Schedule 13G regulatory

"This statement is filed by SEG Opportunity Fund, LLC"

A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.

Beneficially owned regulatory

"Amount beneficially owned: See Item 9 on the cover pages"

Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.

Shared dispositive power financial

"Shared Dispositive Power 5,000,000.00"

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Available on EDGAR 07/06/2026 - 03:35 PM Accepted by SEC EDGAR 07/06/2026 - 03:34 PM Learn about SEC filing dates

FAQ

What stake does SEG Opportunity Fund hold in Volato Group (SOAR)?

SEG Opportunity Fund reports beneficial ownership of 5,000,000 shares, equal to 9.40% of the class. The percentage is calculated using 53,183,044 shares outstanding as of July 6, 2026 as verified with the issuer.

When was the Schedule 13G for Volato Group filed and who signed it?

The Schedule 13G is signed by Joseph Reda, Manager on 07/06/2026. The cover information references the outstanding-share verification date of July 6, 2026.

Does the filing state whether SEG Opportunity Fund has sole voting power?

The filing shows 0 sole voting power and 5,000,000 shared voting power for the reported shares. The itemized cover-page entries list voting and dispositive powers as reported.

What outstanding share count does Volato Group report in this filing?

The filing cites 53,183,044 shares outstanding as of July 6, 2026, which is the basis for the 9.40% ownership calculation provided on the cover page.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

Volato Group, Inc.

(Name of Issuer)

Common Stock, $0.0001 par value per share

(Title of Class of Securities)

74349W302

(CUSIP Number)

07/01/2026

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

schemaVersion:

SCHEDULE 13G

CUSIP Number(s): 74349W302

1

Names of Reporting Persons

SEG Opportunity Fund, LLC

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

NEW YORK

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 5,000,000.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 5,000,000.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

5,000,000.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

9.40 %

12

Type of Reporting Person (See Instructions)

OO

Comment for Type of Reporting Person: Based on 53,183,044 shares of Common Stock of the Issuer outstanding as verified with the Issuer on July 6, 2026.

SCHEDULE 13G

Item 1.
(a)	Name of issuer: Volato Group, Inc.
(b)	Address of issuer's principal executive offices: 1954 Airport Road Suite 124 Chamblee, GA 30341
Item 2.
(a)	Name of person filing: This statement is filed by SEG Opportunity Fund, LLC, a New York limited liability company.
(b)	Address or principal business office or, if none, residence: The address of SEG Opportunity Fund, LLC is 135 Sycamore Drive Roslyn, NY 11576.
(c)	Citizenship: SEG Opportunity Fund, LLC is a New York limited liability company.
(d)	Title of class of securities: Common Stock, $0.0001 par value per share
(e)	CUSIP Number(s): 74349W302
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: See Item 9 on the cover pages(s) hereto.
(b)	Percent of class: See Item 11 on the cover page(s) hereto.
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: See Item 5 on the cover pages hereto.
	(ii) Shared power to vote or to direct the vote: See Item 6 on the cover pages hereto.
	(iii) Sole power to dispose or to direct the disposition of: See Item 7 on the cover pages hereto.
	(iv) Shared power to dispose or to direct the disposition of: See Item 8 on the cover pages hereto.
Item 5.	Ownership of 5 Percent or Less of a Class.
	Not Applicable
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

SEG Opportunity Fund, LLC

Signature:	/s/ Joseph Reda
Name/Title:	Joseph Reda/Manager
Date:	07/06/2026