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advised by SUCCESSFUL PORTFOLIOS LLC
Florida, United States
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Filed | GAV | Owners | Minimum | Adviser owns | Audited | Name as filed |
|---|---|---|---|---|---|---|
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| INTERACTIVE BROKERS LLC | INTERACTIVE BROKERS LLC | Greenwich | Connecticut | United States | no | 8-47257 |
| CHASE BANK | JP MORGAN CHASE BANK | Clearwater | Florida | United States | no | n/a |
| $4.9M |
| 6 |
| $10,000 |
| 300.0% |
| no |
| E•••• C••• L•• |
| Sep 21, 2023 | $4.9M | 6 | $10,000 | 300.0% | no | E•••• C••• L•• |
| Aug 7, 2023 | $4.9M | 6 | $10,000 | 300.0% | no | E•••• C••• L•• |
| May 10, 2023 | $4.9M | 6 | $10,000 | 300.0% | no | E•••• C••• L•• |
| May 9, 2023 | $4.9M | 6 | $10,000 | 300.0% | no | E•••• C••• L•• |
| Mar 29, 2023 | $4.9M | 6 | $10,000 | 300.0% | no | E•••• C••• L•• |
| Mar 23, 2022 | $4.9M | 6 | $10,000 | 300.0% | no | E•••• C••• L•• |
| Oct 15, 2021 | $4.9M | 6 | $10,000 | 300.0% | no | E•••• C••• L•• |
| Jun 25, 2021 | $4.9M | 6 | $10,000 | 300.0% | no | E•••• C••• L•• |
| Mar 24, 2021 | $2.1M | 4 | $10,000 | 400.0% | no | E•••• C••• L•• |
| Sep 22, 2020 | $2.1M | 4 | $10,000 | 400.0% | no | E•••• C••• L•• |
| Sep 18, 2020 | $2.1M | 4 | $10,000 | 400.0% | no | E•••• C••• L•• |
| Jul 20, 2020 | $2.1M | 4 | $10,000 | 400.0% | no | E•••• C••• L•• |
| Jun 29, 2020 | $2.1M | 4 | $10,000 | 400.0% | no | E•••• C••• L•• |
| Mar 31, 2020 | $2.1M | 4 | $10,000 | 400.0% | no | E•••• C••• L•• |
| Sep 20, 2019 | $2.1M | 4 | $10,000 | 400.0% | no | E•••• C••• L•• |
| Sep 20, 2019 | $2.1M | 4 | $10,000 | 400.0% | no | E•••• C••• L•• |
| Mar 15, 2019 | $2.1M | 4 | $10,000 | 400.0% | no | E•••• C••• L•• |
| Apr 2, 2018 | $2.4M | 4 | $10,000 | 400.0% | no | E•••• C••• L•• |
| Mar 29, 2018 | $2.4M | 4 | $10,000 | 400.0% | no | E•••• C••• L•• |
| Oct 13, 2017 | $2.4M | 4 | $10,000 | 400.0% | no | E•••• C••• L•• |
| Oct 13, 2017 | $2.4M | 4 | $10,000 | 400.0% | no | E•••• C••• L•• |
| Apr 19, 2017 | $1.8M | 4 | $10,000 | 400.0% | no | E•••• C••• L•• |
| Mar 29, 2017 | $1.8M | 4 | $10,000 | 400.0% | no | E•••• C••• L•• |
| Mar 29, 2017 | $1.8M | 4 | $10,000 | 400.0% | no | E•••• C••• L•• |
| Sep 8, 2016 | $2.2M | 6 | $10,000 | 5900.0% | no | E•••• C••• L•• |
| Mar 30, 2016 | $2.2M | 6 | $10,000 | 5900.0% | no | E•••• C••• L•• |
| Mar 31, 2015 | $2.2M | 6 | $10,000 | 5900.0% | no | E•••• C••• L•• |
| Dec 5, 2014 | $2.2M | 6 | $10,000 | 5900.0% | no | E•••• C••• L•• |
| Dec 2, 2014 | $2.2M | 6 | $10,000 | 5900.0% | no | E•••• C••• L•• |
| Jun 18, 2012 | $1.4M | 5 | $50,000 | 6000.0% | no | E•••• C••• L•• |
| Jun 18, 2012 | $1.4M | 5 | $50,000 | 6000.0% | no | E•••• C••• L•• |
| Jun 18, 2012 | $1.4M | 5 | $50,000 | 6000.0% | no | E•••• C••• L•• |
| May 3, 2012 | $1.4M | 5 | $50,000 | 6000.0% | no | E•••• C••• L•• |
| Mar 15, 2012 | $1.4M | 5 | $50,000 | 6000.0% | no | E•••• C••• L•• |