WHAT'S IN YOUR PORTFOLIO? Trademark

Trademark Overview


On Monday, June 17, 2024, a trademark application was filed for WHAT'S IN YOUR PORTFOLIO? with the United States Patent and Trademark Office. The USPTO has given the WHAT'S IN YOUR PORTFOLIO? trademark a serial number of 98604797. The federal status of this trademark filing is APPROVED FOR PUBLICATION as of Friday, February 27, 2026. This trademark is owned by Kailash Capital, LLC. The WHAT'S IN YOUR PORTFOLIO? trademark is filed in the Computer & Software Products & Electrical & Scientific Products and Insurance & Financial Services categories with the following description:

Downloadable electronic articles, white papers, reports and newsletters in the fields of finance, securities, financial markets, and investments; all of the foregoing provided to financial professionals

Providing information and research in the field of finance and financial investments; providing subscription-based financial data analysis; all of the foregoing provided to financial professionals
what's in your portfolio?

General Information


Serial Number98604797
Word MarkWHAT'S IN YOUR PORTFOLIO?
Filing DateMonday, June 17, 2024
Status680 - APPROVED FOR PUBLICATION
Status DateFriday, February 27, 2026
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesDownloadable electronic articles, white papers, reports and newsletters in the fields of finance, securities, financial markets, and investments; all of the foregoing provided to financial professionals
Goods and ServicesProviding information and research in the field of finance and financial investments; providing subscription-based financial data analysis; all of the foregoing provided to financial professionals

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 DateMonday, June 17, 2024
Primary Code009
First Use Anywhere DateSunday, April 30, 2023
First Use In Commerce DateSunday, April 30, 2023

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, June 17, 2024
Primary Code036
First Use Anywhere DateSunday, April 30, 2023
First Use In Commerce DateSunday, April 30, 2023

Trademark Owner History


Party NameKAILASH CAPITAL RESEARCH, LLC
Party Type11 - New Owner Before Publication
Legal Entity Type16 - Limited Liability Company
AddressWAYLAND, MA 01178
US

Party NameKailash Capital, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressWayland, MA 01178
US

Trademark Events


Event DateEvent Description
Monday, June 17, 2024NEW APPLICATION ENTERED
Wednesday, January 8, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, January 9, 2025ASSIGNED TO EXAMINER
Thursday, January 9, 2025NON-FINAL ACTION WRITTEN
Thursday, January 9, 2025NON-FINAL ACTION E-MAILED
Thursday, January 9, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, April 9, 2025APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
Wednesday, April 9, 2025APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
Tuesday, June 17, 2025TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, June 17, 2025CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, June 17, 2025TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, June 26, 2025SUSPENSION LETTER WRITTEN
Thursday, June 26, 2025LETTER OF SUSPENSION E-MAILED
Thursday, June 26, 2025NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
Saturday, December 27, 2025SUSPENSION CHECKED - TO ATTORNEY FOR ACTION
Wednesday, February 11, 2026AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Friday, February 13, 2026NON-FINAL ACTION WRITTEN
Friday, February 13, 2026NON-FINAL ACTION E-MAILED
Friday, February 13, 2026NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, February 27, 2026APPROVED FOR PUB - PRINCIPAL REGISTER