Cherry Creek Investment Advisors, Inc. RKLB — ROCKET LAB CORP

Ownership history in Cherry Creek Investment Advisors, Inc.  ·  6 quarters on record

AI Ownership Summary

Cherry Creek Investment Advisors, Inc. reported ROCKET LAB CORP (RKLB) in 6 quarterly 13F filings from 2025 Q2 through 2026 Q3. Peak portfolio weight reached 0.79% in 2026 Q2. The latest visible filing shows RKLB at 0.56% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this RKLB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cherry Creek Investment Advisors, Inc.'s position in ROCKET LAB CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

RKLB was reported at 0.56% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.79% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Cherry Creek Investment Advisors, Inc. held RKLB — position size vs. price
% of Fund (quarterly)    RKLB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 20,778 +1,103 +5.6% 0.56% $1.4M 2026-10-14 $59.18
2026 Q2 ADDED — — — 19,675 +1,374 +7.5% 0.79% $2.0M 2026-07-30 $64.68
2026 Q1 ADDED — — — 18,301 +6,983 +61.7% 0.51% $1.2M 2026-04-30 $82.51
2025 Q4 ADDED — — — 11,318 +3,817 +50.9% 0.34% $790K 2026-01-15 $90.76
2025 Q3 ADDED — — — 7,501 +497 +7.1% 0.16% $359K 2025-11-05 $56.42
2025 Q2 INITIATED — — — 7,004 — — 0.12% $251K 2025-08-06 $44.10

FAQ About Cherry Creek Investment Advisors, Inc. and RKLB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cherry Creek Investment Advisors, Inc. reported owning RKLB?

Cherry Creek Investment Advisors, Inc. reported RKLB across 6 quarterly 13F filings, from 2025 Q2 through 2026 Q3.

What was the largest reported RKLB position in Cherry Creek Investment Advisors, Inc.'s portfolio?

The largest reported portfolio weight for RKLB was 0.79% in 2026 Q2.

What is the latest reported RKLB position on this page?

The most recent filing on this page is 2026 Q3, when Cherry Creek Investment Advisors, Inc. reported 20,778 shares, equal to 0.56% of portfolio, with an estimated market value of $1.4M.

What does the chart on this RKLB ownership page compare?

The chart compares Cherry Creek Investment Advisors, Inc.'s quarterly RKLB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Cherry Creek Investment Advisors, Inc. time their RKLB position?

Based on 13F filing dates vs. subsequent RKLB price moves, Cherry Creek Investment Advisors, Inc. correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on RKLB relative to SPY over the holding period was +6.4%.

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