USPTO serial 98046131
PORTFOLIOIQ
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Aug 26, 2025
- Examiner
- MORAN, CAROLINE L
- Law office
- PUBLICATION AND ISSUE SECTION
What this means
Status 700 means the trademark is registered and active on the Principal Register. You have nationwide rights for the listed goods and services and may use ®. Section 8 maintenance is due between years five and six. Calendar Section 8 between years five and six, and consider trademark monitoring.
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Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Jessica L. Rothstein
Jessica L. Rothstein GOODWIN PROCTER LLP620 EIGHTH AVENUENEW YORK, NY 10018United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Downloadable software for accessing, monitoring, analyzing, and sharing investment portfolio data; downloadable software for fund operations and investment portfolio management; downloadable software enabling users to create, access, and manage a database of performance indicators and metrics related to investment portfolios; downloadable software for data management, analysis, and insights in the field of investment portfolio management, including portfolio performance, asset allocation, risk exposure, and historical performance; downloadable software for creating, generating, and accessing reports in the field of investment portfolio management; downloadable software for providing data, analysis, and insights to users in the field of finance | ACTIVE | Jul 15, 2024 |
Related trademarks
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
- Other trademarks owned by VY Labs Technologies Pvt Ltd.
- Other trademarks owned by VY Labs Technologies Pvt Ltd.
- Other trademarks owned by VY Labs Technologies Pvt Ltd.
- Other trademarks in Class 009
- Similar marks named PORTFOLIOIQ
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Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Aug 26, 2025 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Aug 26, 2025 | R.PR | REGISTERED-PRINCIPAL REGISTER | Your trademark is registered on the Principal Register — the strongest form of federal trademark protection. You may use the ® symbol for the covered goods and services. Maintenance filings (Section 8 and renewals) are required to keep the registration alive. |
| Aug 4, 2025 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Aug 4, 2025 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Jul 12, 2025 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Jul 12, 2025 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Jul 12, 2025 | EX2G | SOU EXTENSION 2 GRANTED | — |
| Jul 7, 2025 | IUAF | USE AMENDMENT FILED | — |
| Jul 7, 2025 | EISU | TEAS STATEMENT OF USE RECEIVED | The applicant filed a Statement of Use with specimens showing the mark in actual commerce. The USPTO will review the filing for compliance. If accepted, the mark can proceed to registration; if deficient, the USPTO may issue a requirement or office action. |
| Jul 7, 2025 | EEXT | SOU TEAS EXTENSION RECEIVED | The applicant requested more time to file a Statement of Use before the Notice of Allowance deadline. Each extension typically adds six months. A limited number of extensions are available for intent-to-use applications not yet in use. |
| Jul 6, 2025 | EXT2 | SOU EXTENSION 2 FILED | — |
| Jun 23, 2025 | NOAC | CORRECTED NOA E-MAILED | — |
| Jun 23, 2025 | DPCC | DIVISIONAL PROCESSING COMPLETE | — |
| Jun 21, 2025 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Jun 20, 2025 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Jun 20, 2025 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Mar 13, 2025 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Jan 9, 2025 | DRRR | DIVISIONAL REQUEST RECEIVED | — |
| Jan 9, 2025 | EXT1 | SOU EXTENSION 1 FILED | — |
| Jan 9, 2025 | ERTD | TEAS REQUEST TO DIVIDE RECEIVED | — |
| Jan 9, 2025 | EEXT | SOU TEAS EXTENSION RECEIVED | The applicant requested more time to file a Statement of Use before the Notice of Allowance deadline. Each extension typically adds six months. A limited number of extensions are available for intent-to-use applications not yet in use. |
| Jul 9, 2024 | NOAM | NOA E-MAILED - SOU REQUIRED FROM APPLICANT | A Notice of Allowance means your intent-to-use application cleared examination and opposition but is not registered yet. You must file a Statement of Use showing the mark in commerce, or request an extension, before the deadline — usually six months from the notice date. |
| May 14, 2024 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| May 14, 2024 | PUBO | PUBLISHED FOR OPPOSITION | Your mark was published in the USPTO Official Gazette for a 30-day opposition window. During that period, third parties who believe they would be harmed can file an opposition. If no opposition is filed, prosecution usually continues toward registration or a Notice of Allowance. |
| Apr 24, 2024 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Apr 11, 2024 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Mar 6, 2024 | DOCK | ASSIGNED TO EXAMINER | — |
| Jul 20, 2023 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jun 20, 2023 | NWAP | NEW APPLICATION ENTERED | — |