ATLAS CAPITAL ADVISORS INC. IMBBY Imperial Brands Plc American Depositary Receipts S

Ownership history in ATLAS CAPITAL ADVISORS INC.  ·  13 quarters on record

AI Ownership Summary

ATLAS CAPITAL ADVISORS INC. reported Imperial Brands Plc American Depositary Receipts S (IMBBY) in 13 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.06% in 2025 Q2. The latest visible filing shows IMBBY at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IMBBY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ATLAS CAPITAL ADVISORS INC.'s position in Imperial Brands Plc American Depositary Receipts S, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IMBBY was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ATLAS CAPITAL ADVISORS INC. held IMBBY — position size vs. price
% of Fund (quarterly)    IMBBY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 28.7% -8.0% 8,825 -3,550 -28.7% 0.04% $361K 2026-05-11 $36.69
2025 Q4 REDUCED 12,375 -93 -0.7% 0.06% $520K 2026-02-13 $43.73
2025 Q2 REDUCED 12,468 -138 -1.1% 0.06% $492K 2025-08-12 $39.26
2025 Q1 ADDED 12,606 +5,055 +66.9% 0.06% $468K 2025-05-12 $36.46
2024 Q4 REDUCED 5.1% +18.0% 7,551 -406 -5.1% 0.03% $242K 2025-02-12 $33.22
2024 Q3 ADDED 7,957 +2,421 +43.7% 0.04% $231K 2024-11-05 $27.90
2024 Q2 REDUCED 5,536 -197 -3.4% 0.02% $142K 2024-07-30 $24.80
2024 Q1 REDUCED 60.0% +15.0% 5,733 -8,587 -60.0% 0.02% $130K 2024-04-15 $19.11
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About ATLAS CAPITAL ADVISORS INC. and IMBBY

These are the practical questions this page is built to answer before you even open the full history table.

How long has ATLAS CAPITAL ADVISORS INC. reported owning IMBBY?

ATLAS CAPITAL ADVISORS INC. reported IMBBY across 8 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported IMBBY position in ATLAS CAPITAL ADVISORS INC.'s portfolio?

The largest reported portfolio weight for IMBBY was 0.06% in 2025 Q2.

What is the latest reported IMBBY position on this page?

The most recent filing on this page is 2026 Q1, when ATLAS CAPITAL ADVISORS INC. reported 8,825 shares, equal to 0.04% of portfolio, with an estimated market value of $361K.

What does the chart on this IMBBY ownership page compare?

The chart compares ATLAS CAPITAL ADVISORS INC.'s quarterly IMBBY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did ATLAS CAPITAL ADVISORS INC. time their IMBBY position?

Based on 13F filing dates vs. subsequent IMBBY price moves, ATLAS CAPITAL ADVISORS INC. correctly timed 3 out of 12 reported position changes (25%). The annualised alpha on IMBBY relative to SPY over the holding period was -0.4%.

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