HOLISTIC INVESTING Trademark
Trademark Overview
On Tuesday, June 23, 2026, a trademark application was filed for HOLISTIC INVESTING with the United States Patent and Trademark Office. The USPTO has given the HOLISTIC INVESTING trademark a serial number of 99900760. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Tuesday, June 23, 2026. This trademark is owned by Hudson Bay Capital Management LP. The HOLISTIC INVESTING trademark is filed in the Insurance & Financial Services category with the following description:
Financial services, namely, financial asset management services, investment management services and investment advisory services
General Information
| Serial Number | 99900760 |
| Word Mark | HOLISTIC INVESTING |
| Filing Date | Tuesday, June 23, 2026 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Tuesday, June 23, 2026 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Financial services, namely, financial asset management services, investment management services and investment advisory services |
Classification Information
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, June 23, 2026 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, April 30, 2025 |
| First Use In Commerce Date | Wednesday, April 30, 2025 |
Trademark Owner History
| Party Name | Hudson Bay Capital Management LP |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 13 - Limited Partnership |
| Address | Stamford, CT 06902
US |
Trademark Events
| Event Date | Event Description |
| Tuesday, June 23, 2026 | NEW APPLICATION ENTERED |
| Tuesday, June 23, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, June 23, 2026 | APPLICATION FILING RECEIPT MAILED |
