PORTFOLIOIQ Trademark

Trademark Overview


On Friday, June 16, 2023, a trademark application was filed for PORTFOLIOIQ with the United States Patent and Trademark Office. The USPTO has given the PORTFOLIOIQ trademark a serial number of 98046131. The federal status of this trademark filing is STATEMENT OF USE - TO EXAMINER as of Saturday, July 12, 2025. This trademark is owned by VY Labs Technologies Pvt Ltd.. The PORTFOLIOIQ trademark is filed in the Computer & Software Products & Electrical & Scientific Products category with the following description:

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
portfolioiq

General Information


Serial Number98046131
Word MarkPORTFOLIOIQ
Filing DateFriday, June 16, 2023
Status748 - STATEMENT OF USE - TO EXAMINER
Status DateSaturday, July 12, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, May 14, 2024

Trademark Statements


Goods and ServicesDownloadable 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
Pseudo MarkPORTFOLIO IQ

Classification Information


International Class009 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire extinguishing apparatus.
US Class Codes021, 023, 026, 036, 038
Class Status Code6 - Active
Class Status DateThursday, July 20, 2023
Primary Code009
First Use Anywhere DateMonday, July 15, 2024
First Use In Commerce DateMonday, July 15, 2024

Trademark Owner History


Party NameVY Labs Technologies Pvt Ltd.
Party Type20 - Owner at Publication
Legal Entity Type99 - Other
AddressGurgaon Haryana-1
IN

Party NameVY Labs Technologies Pvt Ltd.
Party Type10 - Original Applicant
Legal Entity Type99 - Other
AddressGurgaon Haryana-1
IN

Trademark Events


Event DateEvent Description
Tuesday, June 20, 2023NEW APPLICATION ENTERED
Thursday, July 20, 2023NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, March 6, 2024ASSIGNED TO EXAMINER
Thursday, April 11, 2024APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, April 24, 2024NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, May 14, 2024PUBLISHED FOR OPPOSITION
Tuesday, May 14, 2024OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Thursday, January 9, 2025DIVISIONAL REQUEST RECEIVED
Thursday, January 9, 2025SOU EXTENSION 1 FILED
Thursday, January 9, 2025TEAS REQUEST TO DIVIDE RECEIVED
Thursday, January 9, 2025SOU TEAS EXTENSION RECEIVED
Thursday, March 13, 2025CASE ASSIGNED TO INTENT TO USE PARALEGAL
Friday, June 20, 2025SOU EXTENSION 1 GRANTED
Tuesday, July 9, 2024NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Saturday, June 21, 2025NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Monday, June 23, 2025DIVISIONAL PROCESSING COMPLETE
Monday, June 23, 2025CORRECTED NOA E-MAILED
Friday, June 20, 2025CASE ASSIGNED TO INTENT TO USE PARALEGAL
Sunday, July 6, 2025SOU EXTENSION 2 FILED
Monday, July 7, 2025USE AMENDMENT FILED
Saturday, July 12, 2025SOU EXTENSION 2 GRANTED
Saturday, July 12, 2025STATEMENT OF USE PROCESSING COMPLETE
Saturday, July 12, 2025NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Monday, July 7, 2025TEAS STATEMENT OF USE RECEIVED
Monday, July 7, 2025SOU TEAS EXTENSION RECEIVED